Ed Slott’s Thoughts on Qualified Charitable Distributions and Estate Plans

03/25/22 • 29 min

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In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in target-date funds, Christine Benz speaks with tax expert Ed Slott about qualified charitable distributions, Ed Slott tells you why you should review your estate plan, and Jake VanKersen compares Disney and Netflix stock.

Previous Episode

Ed Slott’s 2022 Tax Tips

In this week’s podcast, tax expert Ed Slott joins Morningstar’s Christine Benz to prepare us for the upcoming tax season. Together, they discuss required minimum distributions, backdoor IRA dos and don’ts, and tax traps to avoid.

Next Episode

How Do Rising Interest Rates Affect Your Retirement Plan, Stocks, and Bonds

In this week’s podcast, Susan Dziubinski and Megan Pacholok discuss risk in American’s target-date funds, David Harrell and Travis Miller talk utility stocks, Christine Benz and Susan Dziubinski share their insights into rising interest rates and retirement planning, and Dave Sekera discusses what rising interest rates mean for stocks and bonds.

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