Categorized Archives: Business Owner

Ed Slott Talks Taxes

Posted in: Business Owner, Retirement Planning, Taxes, Wealth Transfers

As I grew in experience, one name kept coming up as the pre-eminent expert in this field: Ed Slott. Ed Slott is a CPA who offers his expertise to financial advisors around the country. The Wall Street Journal has called Ed “The Best Source for IRA Advice.”

Why am I singing the praises of Ed Slott? We have talked to many people about the role taxes play in planning for your IRA and other retirement accounts. Ed has a quick 10 minute video that explains in “plain English” what we have been preaching at our office. Below is the video by Ed entitled, “Life Insurance for Life and Beyond” which explains the concept of re-positioning your taxable and tax-deferred assets to tax-free and eliminating the five risks you have in your current portfolio.

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