Ed Slott: Act Now on Historically Low Tax Rates

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 19 August 2020

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

The tax- and retirement-planning expert discusses SECURE and CARES Act implications for charitable giving and estate planning, the pause on RMDs, and why 2020 is shaping up as an ideal year for Roth conversions.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview.
0:34.1	I'm Jeff Patak Global Director of Manager Research for Morningstar Research Services. And I'm Christine Ben's director of personal finance for Morning Star, Inc.
0:42.1	Before we start our conversation, we wanted to share some exciting news. The Morning Star Investment
0:46.6	Conference for Investment Professionals will be held virtually this year on September 16th and 17th.
0:53.2	We're offering the same research analysis and insight you'd get at the live event
0:56.9	for a reduced price of $149.
1:00.6	And the best part is you can join us from wherever you are.
1:04.0	For more information or to register, visit go.mortemortemortempsar.com forward slash MIC.
1:14.7	Again, that website is go.mortmortemir.com forward slash MIC. Again, that website is go.com.mortmorningstar.com forward slash MIC. Now let's start our conversation. Our guest in the podcast today is
1:20.5	retirement and tax expert Ed Slott. He's president and founder of Ed Slott and company, which
1:26.4	provides retirement and tax planning education to investment advisors in financial institutions.
1:32.2	Ed has written several books, including the recently published Ed Slott's Retirement Decisions Guide,
1:37.5	2020 edition, and Fund Your Future, a Tax Smart Savings Plan in your 20s and 30s.
1:46.7	PBS viewers may know Ed from his frequent appearances on public television. He also hosts the popular website IRA help.com where the slot
1:53.5	report blog regularly dispenses wisdom about retirement tax and estate planning. He provides a monthly
	...

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