Year-End Planning With Ed Slott Part One
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 29 October 2022
⏱️ 15 minutes
🧾️ Download transcript
Summary
Yes indeed, it's that time of year again, time to do some year-end planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. There's a lot to unpack, and keep in mind that there could still be some changes coming with the latest version of the SECURE Act.
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Jill on Money Show. |
| 0:06.1 | It is Saturday, October 29th, and he is back by popular demand. |
| 0:12.1 | Yep. |
| 0:13.1 | It is Ed Slott. |
| 0:14.2 | He is known as the IRA expert. |
| 0:17.2 | He is a CPA. |
| 0:19.4 | He is one of the great friends of the program, and his website, irahelp.com is out there |
| 0:27.8 | and just provides tremendous amounts of information. |
| 0:31.2 | And we love to bring him in as we approach the last couple of months of the year so you can |
| 0:35.6 | get your heads on straight about what you need to be thinking about over the next two months. |
| 0:41.3 | So we have two parts today. |
| 0:43.2 | We're going to be talking a little bit about some of the RMD issues, and that you guys |
| 0:48.5 | have been asking about, and about Roth conversions, and all the things Ed is so passionate about. |
| 0:54.0 | Here is the first part of our interview with Ed Slott. |
| 0:58.7 | As we speak to you, stock and bond markets are down, and one question that seems to come up |
| 1:04.0 | among some of our listeners is they really want to do over. |
| 1:07.4 | They want waving of required minimum distributions. |
| 1:10.3 | They don't think it's fair that the government is making us take distributions at a time |
| 1:16.6 | when the markets are down. |
| 1:17.7 | Can you explain how markets really have nothing to do with waving of RMDs? |
| 1:22.4 | I mean, I hear it all the time, and the only reason Congress ever considers waving RMDs, |
| 1:28.2 | which they won't do this year, that I can tell you, they will not do it. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.