As many of you know, my husband Lou is a registered agent and financial professional with New York Life.  NY Life is one of the best companies in the industry with a long history of financial stability — going back to the 1845 – a good ~20 years before Lincoln freed the slaves… So they’re as solid as it gets.

Lou recently hosted a great speaker — Ed Slott — who discusses retirement planning, and more specifically, how to optimize your planning now to pay as little in taxes as possible when you’re retired.  I attended it and got a lot of great info out of it, and I consider myself to be pretty well informed when it comes to investing and planning. 

I was able to beg my husband to get me a recording of the presentation to share with you all.

The reason this is so important is that although you’ll likely be earning less money after you’re retired, the tax rates/brackets right now are the lowest they’ve ever been.  

And, with all the financial deficit government problems AND NOW add costs of COVID-19 to that, well, it doesn’t take a scientist to know that tax rates are likely to go up from here.  

The video is only about 40 minutes and is well worth your time in watching.

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author, and president of Ed Slott and Company, LLC. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

If you’d like to set up a free consult with Lou, please email your name, reach number and best day/time to reach you to me at and I’ll make sure he gets in touch with you.