We're joined once again by America's IRA expert, Ed Slott, to unpack the “One Big Beautiful Bill” and the new opportunities it offers for tax-savvy retirees. Ed breaks down how temporary expansions in SALT deductions, strategic use of Roth conversions, and thoughtful estate planning- including tools like permanent life insurance and qualified charitable distributions- can help reduce your tax burden and protect your legacy. We also cover common retirement tax myths and how to prepare for rising tax rates with smart, forward-looking planning.

About Ed Slott & Company

Ed Slott and Company, LLC is the nation’s leading provider of retirement tax education for financial advisors, CPAs, and attorneys. Backed by a team of nationally recognized experts—including CPAs, attorneys, and retirement specialists—the firm delivers ongoing, in-depth training on the latest tax laws, IRA planning strategies, and retirement distribution rules. Its flagship program, Ed Slott’s Elite IRA Advisor GroupSM, is comprised of 500 of the nation’s top financial professionals who receive semiannual live training, monthly updates, and case law analysis to help clients keep more of their retirement savings. Visit https://irahelp.com/ for more information.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623