Join Michelle Gessner, CFP ® as she chats with tax attorney and educator Sarah Brenner from Ed Slott and Company, LLC. With over 20 years of experience, Sarah has become a trusted resource for financial advisors and their clients across the nation. Listen as she shares her insights on how you can navigate through the complexities of retirement and tax regulations.
In this episode, you will:
- Learn about common tax planning mistakes and traps that individuals often overlook
- Hear real-life examples of how advisors can help you avoid costly tax implications
- Get a glimpse into the key provisions of the recent Secure Act 2.0 and how they may impact your retirement planning
- Why Sarah feels Roth IRAs and Roth Conversions are here to stay
- And more
Related: Estate Planning and the Possibility for Long-Term Care with Kim Hegwood