Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 412 - The Only Constant in Life Is Change

45:48
 
Share
 

Manage episode 491755747 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Just when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes or opportunities that much more valuable for us (and you) to be aware of. One such example with many twists and turns took the Slott organization one full year to resolve, but they wound up saving an individual hundreds of thousands of dollars in unnecessary taxes and penalties. Other points less onerous, but equally good to know, are the new reporting requirements by custodians to notify participants and the IRS of QCDs processed from IRA accounts. We’ll also discuss the potential opportunities in international equities as highlighted in detail by Capital Group. So much to talk about, and so much more to know! We think this will be a fun and informative show.

Tune in and take control!

  continue reading

108 episodes

Artwork
iconShare
 
Manage episode 491755747 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Just when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes or opportunities that much more valuable for us (and you) to be aware of. One such example with many twists and turns took the Slott organization one full year to resolve, but they wound up saving an individual hundreds of thousands of dollars in unnecessary taxes and penalties. Other points less onerous, but equally good to know, are the new reporting requirements by custodians to notify participants and the IRS of QCDs processed from IRA accounts. We’ll also discuss the potential opportunities in international equities as highlighted in detail by Capital Group. So much to talk about, and so much more to know! We think this will be a fun and informative show.

Tune in and take control!

  continue reading

108 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play