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Are you an advisor looking to help your clients minimize future tax burdens?

In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. 

Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize on historic low tax rates, and the importance of alternative solutions for IRAs and 401(k) plans in light of recent legislative changes. 

Ed discusses: 

  • Tax brackets, inflation, and even life insurance: Must-know information for advisors 
  • How advisors can help clients take advantage of the ‘tax sale’ and get their funds out while taxes are still low
  • Why advisors should provide alternative solutions for their clients since IRAs have been downgraded as wealth transfer or estate planning vehicles
  • The value of paying attention to clients with large IRAs and 401(k) plans
  • And more!

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About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.