Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin

Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

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This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki. 

 

Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

 

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

 

Show Notes:

Bogleheads® Live with Mike Piper: Episode 36

Bogleheads® Live with Mike Piper: Episode 23

Bogleheads® Live with Mike Piper: Episode 9

Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11

Bogleheads on Investing with Cody Garrett: Episode 61

Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon

Bogleheads on Investing with Phil Demuth, “The Tax-Smart Donor”: Episode 83