We're joined once again by America's IRA expert, Ed Slott, to unpack the “One Big Beautiful Bill” and the new opportunities it offers for tax-savvy retirees. Ed breaks down how temporary expansions in SALT deductions, strategic use of Roth conversions, and thoughtful estate planning- including tools like permanent life insurance and qualified charitable distributions- can help reduce your tax burden and protect your legacy. We also cover common retirement tax myths and how to prepare for rising tax rates with smart, forward-looking planning.

We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate and trust settlements, the importance of proper estate planning, and the process of transferring assets. We’ll also learn more about Josh’s unique approach to estate settlements through his company, Anodos Advisors.