“Just because you can do something, doesn’t mean you should!” said our special guest, Ed Slott, CPA and America’s IRA expert! On today’s show, he explains why there is an incredible opportunity for retirees and pre-retirees today. The tax brackets are still low and if you don’t use them, you lose them! So, what does that mean for you? If RMDs are canceled for the year, should you still take yours? What about Roth conversions? Is now a good time?
He answers all of these questions plus more because, “Nothing is for everybody,” which is why you need educated advisors in the financial Olympics.