Avoid IRA Tax Traps | Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap скачать в хорошем качестве

Avoid IRA Tax Traps | Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap

00:00 – Why Your IRA Isn’t Really Yours 02:15 – Retirement Tax Planning in Your 50s: Contributions and Penalties 07:35 – Your 60s: The Sweet Spot for Roth Conversions 15:00 – Real-Life Roth Conversion Mistakes & Lessons 16:06 – Your 70s: Required Minimum Distributions (RMDs) 18:51 – QCDs: Charitable Giving That Cuts Taxes 21:02 – Anytime Mistakes: Rollovers & Job Changes 25:01 – Employer Stock & NUA Strategy 30:00 – Inheritance and Legacy: Beneficiary Form Mistakes 35:00 – The “No Good Brother” Case: Why Forms Matter 36:33 – Putting It All Together: Your Retirement Tax-Saving Roadmap Think your IRA is all yours? Think again. It’s actually a joint account with Uncle Sam—and one wrong move could cost you thousands in unnecessary taxes. In this 40-minute national special, Ed Slott and Company — America’s IRA Experts — break down the biggest retirement tax mistakes and how to avoid them. You’ll discover: • Smart tax-saving moves in your 50s, 60s, and 70s • How to reduce RMD taxes and avoid penalties • Why outdated beneficiary forms could derail your legacy plans • The hidden dangers of Roth conversions and rollovers This isn’t just one voice — it’s a team of nationally recognized retirement tax experts. Together, they provide the roadmap to help you keep more of what you’ve saved. Watch now to protect more of your hard-earned retirement savings. Want to go deeper? • Download the free guide: https://irahelp.com/9mistakes • Explore premium deep-dive trainings: https://irahelp.com/taxbundle Disclaimer: This video is for educational purposes only and not personalized financial advice. Always consult with a qualified tax or financial professional before making decisions about your retirement savings.