From Ed Slott to Action: Using the 24% Bracket Before It Disappears

This is session two on this topic. In our last session, we reviewed 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.’ Agenda: 1. Lose It or Use It: Filling the 24% Bracket Before It’s Gone 2. From Ed Slott to Action – Recap of key takeaways: don’t waste lower tax brackets, think maximum not minimum 3. Case Study (By Popular Demand) – Married couple with $1M in qualified IRA assets: three scenarios (RMD baseline, higher future taxes, 10-year drawdown into IUL) 4. Filling the 24% Bracket – How we repositioned taxable assets while staying in today’s historically low rates 5. Advisor Talking Points – How to frame “Lose it or use it” in client conversations 6. Q&A / Action Steps – Practical strategies you can take back to your clients immediately