

Your Retirement Tax Time Bomb Is Ticking Louder (SB1543)
Jul 8, 2024
Renowned tax planning expert Ed Slott shares crucial retirement tax strategies to avoid a financial time bomb. Discussion on interest rates, avoiding chasing rates, and focusing on the big picture. Tips for managing stock options, avoiding overpaying taxes, and diversifying portfolios. Entertaining trivia and more in this informative podcast episode.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Music, Studio Tour, Taxes, Family Updates, and Banter
01:53 • 3min
Introducing Show Sponsors Betterment and US Cellular
05:06 • 2min
Navigating Cash Traps and Emotional Investing
07:07 • 17min
Military Homeownership, Credit Card Rewards, Car Parts, and Personal Finance App
24:15 • 4min
Tax Planning Strategies for Retirement Savings
28:14 • 22min
Navigating Stock Options and Tax Implications in Retirement Planning
49:53 • 8min
Navigating Stock Options and Incentive Compensation in Organizations
58:09 • 2min
Speed Round: What Shows We Are Watching
01:00:31 • 6min