Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott
The Bucket Plan® On-Demand Series
36 minutes 3 seconds
5 months ago
Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott
The retirement tax landscape has fundamentally shifted, and what once served as powerful wealth-building tools have now become potential financial landmines. Discover why America's IRA expert Ed Slott calls traditional retirement accounts "the worst assets on Earth" and learn the strategic moves advisors need to make before it's too late. Join host Dave Alison as he sits down with Ed Slott, CPA and founder of Ed Slott and Company, to explore how the SECURE Act transformed retirement planning and why the strategies that worked for decades no longer apply. From understanding the true cost of "fake deductions" to leveraging historically low tax rates, you’ll learn how to protect your clients' retirement wealth and build exceptional value in your practice. Resources:* Exclusive organization and membership for financial advisors: Ed Slott and Company Elite IRA Advisor Group (https://irahelp.com/about-ed-slotts-elite-ira-advisor-group/) * IRA training: Ed Slott and Company’s 2-Day IRA Workshop (https://irahelp.com/2-day/ira-workshop/)Statistics:* Traditional IRAs now face a 10-year distribution window for most non-spouse beneficiaries under the SECURE Act (https://www.irs.gov/publications/p590b#en_US_2024_publink100090130)* Current tax rates represent historically low levels (https://taxfoundation.org/data/all/federal/2025-tax-brackets/?utm_source=chatgpt.com), with the 24% bracket significantly lower than historical norms (https://taxfoundation.org/data/all/federal/historical-income-tax-rates-brackets/?utm_source=chatgpt.com)* The SECURE Act eliminated the stretch IRA provision that previously allowed distributions over 30-70 years (https://www.fidelity.com/learning-center/personal-finance/retirement/secure-act-inherited-iras)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
