Morningstar

Ed Slott: How You Can Turn Tax-Time Pain Into a Win

Planning ahead and proper organization can prevent missed opportunities during tax season. Deductions should be taken when rates are high, and income should be taken when rates are low. If you think ...
Financial Advisor

Ed Slott: Traditional IRAs Are The Worst Possible Asset To Own

In the wake of the SECURE Act, traditional IRAs have become the worst possible asset to own, IRA expert Ed Slott told advisors attending The American College’s Horizons conference in San Diego on ...
Tribune Content Agency on MSN

The savings game: Avoiding early withdrawal penalties

In a recent monthly newsletter, IRA expert Ed Slott discussed the ways in which investors can avoid the early withdrawal ...
InvestmentNews

Stop putting money in 401(k)s, and other year-end advice from tax expert Ed Slott

The election and all its uncertainty is over. The end of 2024 is quickly approaching. It's time to think about retirement tax planning before a new year and new administration sweep in. Better yet, ...
Morningstar

Ed Slott: Will Congress Extend the Tax Cuts?

Most of the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025. The tax-cut package lowered rates across the board, increased the estate and gift tax exemption, and lowered ...
Orlando Sentinel

The Savings Game: Some takeaways from Ed Slott seminars

Every few years, IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important changes that have been made regarding IRAs , 401(k)s and ...
Orlando Sentinel

The Savings Game: Important information from Ed Slott

In Ed Slott’s recent monthly newsletter, he pointed out some important information that individuals with IRA accounts and 401(k) accounts should be aware of. Advantage of converting to a Roth: When ...
Financial Advisor

Those With Large IRAs Need Roth Conversions Now, Ed Slott Says

Now that the Internal Revenue Service has released its final regulations on required minimum distributions for IRAs, inherited IRAs and 401(k)s, clients with large tax-deferred accounts need to ...
Financial Advisor

New Law Offers Roth Conversion Opportunities And Warnings, Says Ed Slott

Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA and ...
AOL

5 Roth IRA Secrets You Need To Know, According to a Top Expert

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...
WealthManagement.com

Ed Slott Talks Impacts of Economic Change

Ed Slott, CPA, professor of practice at The American College of Financial Services and founder & CEO at Ed Slott and Company, explores current market uncertainty and how financial professionals can ...