Brian Akers and Ed Slott emphasize the importance of tax planning in retirement, while Ed Slott and Brian Akers discuss the tax laws surrounding Roth IRAs. They highlight the significance of specialized knowledge in tax planning, and Brian Akers and Ed Slott discuss various tax strategies to minimize taxes and maximize retirement savings. They emphasize the importance of working with an advisor to determine the best strategies for each individual's situation, particularly in the current tax environment. Strategies discussed include Roth conversions, tax-free savings, and charitable donations. Additionally, they discuss various strategies for lowering death taxes and maximizing wealth for beneficiaries, including using life insurance as a wealth-building and tax-saving strategy.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
