The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 1)
June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s.
June recently appeared on TV to discuss Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. Ed is a nationally recognized IRA distribution expert known for his ability to turn complex tax strategies into understandable and actionable advice. As an elite member of his organization, June will share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s.
Listen in as June talks about the importance of preparing for potential future tax increases by leveraging the current lower tax rates of 2024 and 2025, which are set to expire soon. By doing this, you can maximize savings for yourself and your beneficiaries. Additionally, June highlights the significant role of life insurance as a tax-efficient method to transfer wealth to loved ones.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:24 – Why this book?
5:23 – The power of life insurance
9:17 – Being proactive with your tax strategy
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