Your Wealth & Beyond

Few documents are as complicated and can have as much of an impact on your financial well-being than the US tax code. Many financial advisors don’t know the rules as well as they think they do, and this can lead to costly mistakes for their clients. This is why Ed Slott is on a mission to help you keep more of your hard earned money. He’s a nationally recognized speaker, the host of The Safe and Secure Retirement on public television, and the founder of Ed Slott's Elite IRA Advisor Group - an educational program that helps advisors learn the nuances of retirement tax rules. Today, Ed joins the podcast to share the horror stories that made him passionate about tax planning and to tell you how to take advantage of the golden era of low taxes we’re currently living in. We also get into how to avoid the unfixable mistakes so many retirees make that lead to big tax headaches - and even bigger financial losses. In this podcast interview, you’ll learn: Why taxes are a much greater risk than the stock market when it