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Special Guest Ed Slott, CPA

October 29, 2020

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If 2020 were a candy bar, it would be a baker’s chocolate-covered sour patch with an endless sucker for the center (that’s our opinion anyways). Is it a trick or is it a treat? Well, maybe both! Our guest and America’s IRA expert, Ed Slott, has a few things to say about the tricks and treats of 2020. He’ll discuss the potential disadvantages and possibilities of the SECURE Act and CARES Act. And we’ll also get his take on the best strategic moves for the remainder of the year, how to plan for taxes and whether or not you should convert to a Roth IRA.

Today’s show will be a mixed bag.

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Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
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