Retirees have leveraged the traditional IRA for decades to invest and save, but is it still the best tool for today’s retirement landscape? IRA expert Ed Slott recently called the traditional IRA “the worst possible asset to own,” which is a bold statement.
If this is true, when did it all change, and what are some better options? In this episode, we’ll explore the validity of this statement and have a real conversation about investing and taxes.
Here’s what we cover in this episode:
📜 The SECURE Act killed the Stretch IRA for most beneficiaries
💣 Large IRAs = tax time bombs for heirs in peak earning years
🔁 Roth IRAs can provide tax-free income and reduce RMD headaches
🧠 Layered tax strategies can help reduce your long-term liability
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
📞 Call us: 913-393-4724
📚 Get a FREE copy of our latest book, Exceptional Retirement!
Download here 👉 https://keap.page/bu413/kiplinger-toolkit.html
🛠️ Check out our Retirement Toolkit
https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.