Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever.

“We all know that we’re going into 2024 and 2025 with low rates, but after that the rates under today’s law are scheduled to go back up to what they were before the Tax Cuts and Jobs Act,” said Slott, founder of tax consultancy Ed Slott & Co.