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How will the possible tax changes and the Secure Act affect retirees and their beneficiaries? What is the best way to supersize your Roth IRA? Are qualified charitable distributions worth it? In this week’s podcast, tax- and retirement-planning expert Ed Slott joins Christine Benz from Morningstar, Inc to answer all these questions and more.

The Long View: Ed Slott - Tax Planning for 2025 and Beyond

The Single Greatest Account to Own | Jill on Money

Investing Insights: Struggling Funds and Stretch IRA Updates

Investing Insights: What are the Signs of a Stable Dividend?

Investing Insights: Preparing Your Portfolio for Inflation and the Bubble