Ed Slott's CPA Roadmap To Avoid Hidden IRA Tax Traps
Think your IRA is all yours? Think again.
It’s actually a joint account with Uncle Sam—and one wrong move could cost you thousands in unnecessary taxes.
In this 40-minute special, Ed Slott and Company — America’s IRA Experts for over 30 years — break down the biggest tax mistakes even savvy retirees often overlook and reveal how smart planning can help you can help you keep more of what you’ve earned.
Ed Slott's CPA Roadmap To Avoid Hidden IRA Tax Traps
In this 40-minute special, Ed Slott and Company — America’s IRA Experts for over 30 years — break down the biggest tax mistakes even savvy retirees often overlook and reveal how smart planning can help you can help you keep more of what you’ve earned.
CLICK BELOW TO WATCH The Trailer!
You’ll discover:
You’ll discover:
Smart tax-saving moves in your 50s, 60s, and 70s
How to reduce RMD taxes and avoid penalties
Why outdated beneficiary forms could derail your legacy plan
The hidden dangers of Roth conversions and rollovers
Think your IRA is all yours? Think again.
It’s actually a joint account with Uncle Sam—and one wrong move could cost you thousands in unnecessary taxes.
CLICK BELOW TO WATCH The Trailer!
For over 30 years, Ed and his team have helped thousands of Americans protect their life savings from the IRS with clear, actionable strategies.
For over 30 years, Ed and his team have helped thousands of Americans protect their life savings from the IRS with clear, actionable strategies.
This isn’t just one voice — it’s a team of nationally recognized retirement tax experts. Together, they provide the roadmap to help you keep more of what you’ve saved.
This isn’t just one voice — it’s a team of nationally recognized retirement tax experts. Together, they provide the roadmap to help you keep more of what you’ve saved.
Our Founder, Christian Cordoba, has been a member of Ed Slott’s Elite IRA Advisor Group℠ since 2007—an exclusive network of advisors who receive ongoing, in-depth training and direct support from Ed Slott & Company’s team of IRA experts year-round.
Our Founder, Christian Cordoba, has been a member of Ed Slott’s Elite IRA Advisor Group℠ since 2007—an exclusive network of advisors who receive ongoing, in-depth training and direct support from Ed Slott & Company’s team of IRA experts year-round.
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Copyright © 2025, Ed Slott and Company, LLC Repurposed from Ed Slott's YouTube Channel, 09/08/25, with permission. https://www.youtube.com/watch?v=aoR8m_BAdJI, Ed Slott and Company, LLC takes no responsibility for the current accuracy of this video.
Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, a SEC registered investment advisor. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CA Insurance license #0B09076. This content is developed from sources believed to be providing accurate information and provided by California Retirement Advisors. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. California Retirement Advisors, nor any of its members, are tax accountants or legal attorneys and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
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The content and views expressed in this video are those of Ed Slott and Company and not that of California Retirement Advisors or Mutual Securities, Inc. Ed Slott and Company is not affiliated with California Retirement Advisors or Mutual Securities, Inc.
