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

This webinar puts Ed Slott’s rule— “always pay taxes at the lowest rates”—into practice through a real-world case study. You’ll see exactly how we assess a couple’s retirement assets, strategically fill the 24% bracket, and convert taxable dollars into after-tax wealth.

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

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