From Ed Slott to Action: Using the 24% Bracket Before It Disappears. A 30 minute case study.

Ed Slott’s rule: Always pay taxes at the lowest rates. The overwhelming response from advisors was clear — ‘Show us how this works in practice.’ By popular demand, this 30-minute webinar takes that concept further with a real-life case study. You’ll see exactly how we analyzed a couple’s retirement assets, strategically filled the 24% tax bracket, and converted taxable dollars into after-tax wealth. As Ed Slott reminds us: unused lower tax brackets are lost forever — it’s ‘lose it or use it.’