skip to Main Content

Education Archives

Navigating Retirement: Interview w/ IRA & Tax Guru Ed Slott Podcast

Click to RSVP
December 28, 2021
9:00 am - 9:30 am
Add to Google Calendar

Senior investors sitting on big nest eggs can't afford to make mistakes with their retirement accounts. If you're approaching retirement or are already there, the stakes are even higher.
I was recently a part of an interview with one of the most in-demand experts in retirement planning, Ed Slott. Ed shared his advice for making the most of your IRAs and how to make sure you're doing tax-smart retirement planning.
Year-end is a great time to talk about your IRA, Roth IRA, and other retirement accounts. But just because you've reached a certain point in life doesn't mean you can't make some important tax moves.
Let's chat for 15 minutes. If that works, I'm available at (843) 735-5065 or remote video, whichever works for you.

You can watch this and all of our Navigating Retirement podcasts on our Youtube channel by clicking the link below.
You can listen to this and all of our podcasts by navigating to the podcast tab on our website
You can listen to this and all of our podcasts by searching "Navigating Retirement" on your favorite podcast platform.

Coastal Financial Planning Group
78 Ashley Point Dr, Suite 201
Charleston, South Carolina 29407
Map Location
Rick Durkee
(843) 735-5065