4.5 • 775 Ratings
🗓️ 26 November 2024
⏱️ 59 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.6 | Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning |
0:38.0 | for Morningstar. Today on the podcast, we welcome back retirement and tax expert, Ed Slott. Ed is the |
0:44.9 | president and founder of Ed Slot & Company, which provides retirement and tax planning education to |
0:50.4 | investment advisors and financial institutions. Ed has written several books, including his |
0:55.7 | latest, The Retirement Savings Time Bomb ticks louder. PBS viewers may know Ed from his |
1:01.7 | frequent appearance on public television. Ed also co-hosts a podcast with Jeff Levine called The Great |
1:08.1 | Retirement Debate. In addition, he hosts the popular website IRA help.com, |
1:14.1 | where the slot report regularly dispenses wisdom about retirement, tax, and estate planning. |
1:19.9 | Ed is a certified public accountant. Ed, welcome back to the Longview. |
1:24.6 | It's great to be here. Thanks. Well, it's great to talk to you always. We want to talk about |
1:30.7 | tax planning as 2024 winds down, some things that should be on people's to-do list. One thing that |
1:37.6 | you often hear that people should take a look at as a year winds down is whether tax less |
1:42.7 | selling is an opportunity. How likely are most |
1:46.8 | investors, given that we have had a pretty strong stock market here in 2024, likely to find |
1:52.1 | tax loss selling candidates? I don't know. We don't know what's going to happen the rest of the |
1:57.7 | year, but it's hard to find losers today. Right. So, but there could be some |
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