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FROM THE ARCHIVES: Ed Slott Breaks Down the Roth IRA Loophole Billionaires Use

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Manage episode 464769092 series 1471652
Content provided by Josh Jalinski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Jalinski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as relevant today as ever, especially with ongoing tax policy debates and the increasing importance of Roth IRAs.

Josh and Ed break down the tax traps hiding in traditional retirement accounts, why Roth IRAs can be a game-changer, and how permanent life insurance might be the most underrated financial tool in retirement planning. They also touch on real-world examples—like Peter Thiel’s massive Roth IRA—showing just how powerful tax-free strategies can be when used correctly.

Original Air Date: September 4th, 2021

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

  continue reading

204 episodes

Artwork
iconShare
 
Manage episode 464769092 series 1471652
Content provided by Josh Jalinski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Jalinski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Are you making costly mistakes with your IRA? Josh revisits a conversation with Ed Slott, one of the country’s top IRA and retirement tax experts. Known as America’s IRA Expert, Ed has built a career helping people avoid costly tax mistakes when managing their retirement savings. With retirement planning constantly evolving, his insights remain as relevant today as ever, especially with ongoing tax policy debates and the increasing importance of Roth IRAs.

Josh and Ed break down the tax traps hiding in traditional retirement accounts, why Roth IRAs can be a game-changer, and how permanent life insurance might be the most underrated financial tool in retirement planning. They also touch on real-world examples—like Peter Thiel’s massive Roth IRA—showing just how powerful tax-free strategies can be when used correctly.

Original Air Date: September 4th, 2021

Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

  continue reading

204 episodes

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