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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement

Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement

Nov 24, 2023

CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the
president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs
and retirement planning. The conversation begins with a review of the changes to
inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of
higher federal tax rates and whether it is prudent to consider accelerating IRA
withdrawals now under the current tax rates. As the end of the year is fast approaching,
Chris and Ed discuss the best options for Roth IRA conversions and the use of Qualified
Charitable Distributions.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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#SecureAct2.0

#FederalTaxRates

#IRAWithdrawals

#RothIRAConversions

#QualifiedCharitableDistributions