Episode 216
Ignore the IRA RMD rules!
Retirement Tax Services Podcast · Retirement Tax Services
November 11, 202431m 24s
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Show Notes
This week, Steven is joined by industry and fellow CPA Ed Slott to talk all things IRA. Ed and Steven talk about Secure 2.0, why IRA contributions shouldn't be thought of as tax "deductions" and share their thoughts on how to best serve clients when it comes to managing tax-qualified accounts. This episode is a must-list as two of the top voices on tax planning in the industry go back and forth, sharing insights and expertise.