Ed Slott Urges 2026 Tax Planning Around SECURE Act’s 10-Year IRA Rule
Updated
Updated · Wealth Management · May 22
Ed Slott Urges 2026 Tax Planning Around SECURE Act’s 10-Year IRA Rule
1 articles · Updated · Wealth Management · May 22
Ed Slott said advisors should start 2026 retirement tax planning now, arguing a current low-rate window gives clients a chance to cut lifetime taxes.
The playbook centers on managing IRA tax exposure over time as advisors navigate changing tax rules, new deductions and the SECURE Act’s 10-year withdrawal rule for inherited accounts.
Roth conversions are a key tool in Slott’s approach, alongside steps to shrink oversized retirement balances before future tax costs rise.
He framed the strategy as a way for advisors to deliver more value by improving after-tax outcomes for both retirees and their beneficiaries.
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