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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Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement savings.

Transition Advisor Group (TAG-PA) is a company that includes Transition Planning Associates - an insurance brokerage. Our company provides retirement income strategy expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina, Texas, Virginia and Ohio. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with stability and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper income planning steps in place for a successful retirement.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

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