Big Picture Retirement®

Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement


Listen Later

Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converting to Roth IRAs could be a smart move, the risks of sticking with traditional IRAs, and how to get ready for the taxes that come with required minimum distributions (RMDs). With Ed’s advice, you’ll learn how to approach retirement planning with a clear, long-term strategy.

Check out Ed Slott’s book, The Retirement Savings Time Bomb Ticks Louder, for more tips on managing retirement taxes. To find additional resources and learn more, visit his website at irahelp.com.

If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!

Also, if you haven’t done so already, follow the podcast. We add new content every week, and if you’re not following, you’ll likely miss out. Follow now! 

Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the “Ask A Question” menu selection. 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://carrolladvisory.co/podcast1

Contact John’s team at https://www.rossandshoalmire.com/ 

 

...more
View all episodesView all episodes
Download on the App Store

Big Picture Retirement®By Devin Carroll, CFP® & John Ross, JD

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

507 ratings


More shows like Big Picture Retirement®

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

459 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

794 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,315 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

514 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

740 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

668 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

196 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

572 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

803 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

186 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

556 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

802 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

172 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

102 Listeners