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Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with IRA and Retirement Planning guru and CPA, Ed Slott of Ed Slott and Company, LLC. Ed Slott was named “The Best” source for IRA advice by the Wall Street Journal and is a nationally recognized professional speaker and has starred in several nationally aired public television specials including the most recent “Ed Slott’s Retirement Road Map” (2017). Slott created The Elite IRA Advisor Group™, of which Scott Bishop is a member, which were developed specifically to help financial professionals earn recognition as leaders in the IRA.
On today’s show, Ed and Scott covered many important topics such as How to Avoid Retirement Rollover Mistakes, Tax-Free Retirement IncomeE, Back-Door Roth IRAs, the benefits of Roth IRAs and Roth Conversions and even tax-planning and retirement income solutions like Scott’s Planning for Retirement the R.I.T.E. Way®. You can follow Ed Slott on Twitter at @theslottreport or send him an question via our website.