A CPA's Take: Are IRAs Really a Tax Time Bomb? (Ed Slott Book Review) скачать в хорошем качестве

A CPA's Take: Are IRAs Really a Tax Time Bomb? (Ed Slott Book Review)

In this video, I review Ed Slott's latest book, The Retirement Savings Time Bomb Ticks Louder, and examine his claim that IRAs are a "ticking time bomb." As a CPA and CFA charterholder, I'll break down what Slott gets right about future tax concerns, but also where his recommendations fall short – especially regarding permanent life insurance. Key Topics covered: Why tax rates are likely to increase in the future Why focusing solely on tax optimization can be a mistake Analysis of Roth Conversion recommendations Problems with permanent life insurance for estate planning 🎯 Bottom Line: While future tax rates are a legitimate concern, don't let tax fears drive poor investment decisions. I'll show you why the math doesn't support some of Slott's most aggressive recommendations. ________________________________________________________ Check out my website to learn more: https://sophoswm.com/ Contact info: Email: [email protected] Linkedin:   / scottcaufieldcfacpa   Phone: (425) 954-636