Ed Cotney Talks Roth Conversion, Estate Tax Strategies and More

Ed Cotney Talks Roth Conversion, Estate Tax Strategies and More

Author: Josh Saunders and Mark Seither May 19, 2020 Duration: 48:14
While so many focus on rate of return, tax strategist Ed Cotney sheds light on why tax diversification in retirement planning is critical for wealth preservation! He also outlines that proper planning and getting excellent council is important in deciding when to do a Roth conversion. We dive into various estate tax strategies, and Mr. Cotney gives alarming arguments as to why you should probably start developing a 401(k)-liquidation strategy now! While tax deferment is great, there ar...

The Wealth Preservation Podcast is a conversation about the long game in business and life, hosted by Josh Saunders and Mark Seither. It moves beyond simple success stories to explore the resilience and strategic thinking required for lasting achievement. The focus here is on preservation-of capital, legacy, and vision-through the lessons learned from setbacks and calculated risks. You'll hear from founders and seasoned advisors who have navigated complex challenges, dissecting the pivotal decisions and often-overlooked principles that build durable enterprises. This podcast delves into the practical aspects of management and growth while acknowledging that every career path contains missteps. The dialogue is geared toward entrepreneurs and operators who understand that building something meaningful requires more than just momentum; it demands foresight and adaptation. Tune in for candid reflections on what it truly takes to create and sustain wealth in its broadest sense, drawing on the hard-won insight of those who have done it.
Author: Language: en-us Episodes: 50

Wealth Preservation Podcast
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