The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 2)

June is back to continue discussing Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder. As an elite member of his organization, she is here to share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s. 

June is back to continue discussing 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 is here to share why this book is a must-read for anyone with long-term savings in IRAs or 401(k)s.


One of the key topics June discusses is the often-overlooked role of life insurance in retirement planning. She and Marc also talk about the importance of taking proactive steps while you’re in the “retirement sweet spot” (age 59.5 – 73) when it comes to RMDs, IRMAA, and more. If you're ready to take control of your retirement planning, June and her team at Transition Advisor Group are here to help!


Here’s some of what we discuss in this episode:

0:00 – Intro

1:37 – Life insurance in retirement planning

5:56 – The retirement planning sweet spot

10:09 – Finding the right strategy for you

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The Retirement Savings Time Bomb: Unpacking Ed Slott’s New Book (Part 1)

July 2, 2024
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.

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