Leah Woodford 00:00 Welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr., of Empower Wealth and Tax, and today we’re talking everything trusts. Welcome back.
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When most people think about retirement planning, they focus on the obvious questions: Will my savings last? How much income will I need? When should I take Social Security? But there’s one
Retirement isn’t about how much you’ve saved. It’s about how you turn your savings into income you can rely on — for 20, 30, or even 40 years. Most people believe their
Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because income needs, taxes, risk tolerance, health care costs, and family priorities are
By Sarah Brenner, JD Director of Retirement Education Question: Is it wise to designate a grandchild as primary beneficiary for IRA accounts? Answer: You can choose to name whomever you want
By Sarah Brenner, JD Director of Retirement Education These days many Americans are still working long beyond what has traditionally been retirement age. This may be by choice or by necessity.
By Andy Ives, CFP®, AIF® IRA Analyst When a transactional mistake is made with retirement plan or IRA assets, there is oftentimes a mechanism to correct the error. For example, if
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: What’s your opinion of the value of Trump Accounts? Worth it for kids? Should the child do a Roth conversion at age 18?
By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a reminder, Trump Accounts
By Sarah Brenner, JD Director of Retirement Education The tax season is upon us. This is the time when many people consider contributing to a retirement account. You may be interested
By Ian Berger, JD IRA Analyst Question: I really appreciate your emails and find them very helpful. Please continue the great work. I read your advice in the recent Slott Report
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her father’s IRA.
By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the military) started offering
By Sarah Brenner, JD Director of Retirement Education Question: Please explain the rules and qualifications for rolling over a portion of an IRA to a Health Savings Account (HSA). Thank you,
By Sarah Brenner, JD Director of Retirement Education If you are age 73 or older in 2026, you will need to take a required minimum distribution (RMD) from your IRA. Usually,
By Andy Ives, CFP®, AIF® IRA Analyst Each year, in different cities, the Ed Slott team hosts several advisor training events for financial professionals serious about learning. These 2-day programs start
