Episode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon Luskin
Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player
Welcome to the 85th edition of the Bogleheads on Investing podcast. In this episode, we're going to talk about the new tax law changes under the One Big Beautiful Bill Act. With questions about the new tax law sourced from the Bogleheads community, both from the forum and elsewhere on social, answering our questions is none other than Ed Slot CPA, a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. Ed 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 slot.
Hello everyone, my name is John Luskin, filling in for the normal host of the Bogleheads on Investing podcast, Rick Ferry. And since we're changing up the host of the episode, why not change up the format too? If you're listening on YouTube, you already know what I'm talking about. We have video. So if you'd like to watch this podcast on video, go to boglecenter.net
where we'll have the video linked, or just jump straight to YouTube at the Bogleheads page. This episode, as with all episodes, is brought to you by the John C. Bogle Center for Financial Literacy, a nonprofit organization that is building a world of well-informed, capable, and empowered investors. Visit the Bogle Center at Bogle Center.net where you will find a treasure trove of information, including transcripts of these podcasts. While there you can make a donation to support the mission of financial literacy at boglecenter.net slash donate.
We already have this episode, so unlocking it is cheap and permanent: the full transcript (56 minutes, 9,639 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.
No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.