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NEW BOOK!
THE RETIREMENT SAVINGS TIME BOMB TICKS LOUDER
By America’s IRA Expert, Ed Slott
AVAILABLE NOW! A complete action plan to help you make sure your 401(k)s, IRAs, and retirement savings aren’t depleted by taxes by the time you need to use them. This book is an entertaining and informative must-read to reclaim control of your financial future and keep more of your money.
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New Rule: All IRA RMDs Must Be Satisfied Prior to Doing a Roth Conversion
Monday, November 04, 2024
Yes, you read that title correctly. This rule was confirmed in the 2024 final SECURE Act regulations, released this past July. If a person has multiple IRAs, even if they are held at different custodians, the total aggregated IRA required…
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FollowOur 2-Day Instant IRA Success Workshop is nearly sold out! Don’t miss out on this exclusive opportunity to stay ahead in the ever-changing financial landscape. Gain the knowledge and tools you need to elevate your client conversations, drive meaningful results and reach your
In this week's Slott Report Mailbag, we answer reader questions regarding #Roth #IRA distributions and self-directed IRA accounts. Read more here:
Roth IRA Distributions and Self-Directed IRAs: Today’s Slott Report Mailbag - Ed Slott and Company,...
Question: I have a question about the Roth IRA distribution ordering rules based on a client's situation: 1. The ...
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In today’s Slott Report, we discuss some flexibility that custodian’s have when it comes to titling inherited #IRAs and certain transactions. Read the full blog here:
Beer Pong & IRA Custodial Rules - Ed Slott and Company, LLC
You know the game “beer pong?” Arrange 6 or 10 cups in a triangle, fill each one with a couple of ounces...
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Ed pictured with Brad Smith on the set of @YahooFinance today promoting his new book, The Retirement Savings Time Bomb Ticks Louder, where he also ran into @KerryHannon!
In today's Slott Report, we discuss five important things you need to know when it comes to #Roth #401k accounts. Read more here:
Five Things to Know About Roth 401(k)s - Ed Slott and Company, LLC
A recent survey found that over 80% of 401(k) plans now offer employees the option of making Roth 401(k) employe...
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In this week's Slott Report Mailbag, we answer reader questions regarding SIMPLE #IRA required minimum distributions (#RMDs) and the IRA life expectancy tables. Read more here:
SIMPLE IRA RMDS AND IRS LIFE EXPECTANCY TABLES: TODAY’S SLOTT REPORT MAILBAG - Ed Slott and...
Question: Does a SIMPLE IRA owner who is over age 73 and still works for the same company that sponsors the ...
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In today's Slott Report, we discuss the importance of keeping your beneficiary forms in good order. Read more here:
Don’t Overlook Your Beneficiary Form - Ed Slott and Company, LLC
You have been contributing to your IRA for years. The market is up, and you are watching those investments grow....
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We only have a few spots left for our July 2-Day IRA Workshop in National Harbor! Register today to gain invaluable, timely insights from America's IRA Experts. Register before the discounted room rates expire on Monday, June 24! https://bit.ly/42La0SQ
In today’s Slott Report, we discuss participation in multiple work plans, and some schemes that will not work. Read more here:
Participation in Multiple Work Plans – It Can Be Done! - Ed Slott and Company, LLC
It is perfectly acceptable for a person to participate in multiple work plans in the same year (even at the sa...
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Learn how to take control over your retirement savings and financial future with The Retirement Savings Time Bomb Ticks Louder by renowned tax advisor @theslottreport 👉 https://bit.ly/45oY8Hl
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““Unless you consider cat food a viable dinner option, it’s wise to take action now to bulletproof your retirement assets. Sooner or later, we pay taxes. But why allow your retirement savings to become a windfall for Uncle Sam when the money should go to you and your heirs?”
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“Ed Slott is among the most trusted and knowledgeable retirement experts in the United States. The world is filled with those who proclaim to be retirement experts, but Ed Slott is truly that—an expert who deserves your time and attention.”
Robert Powell ,editor of Retirement Daily and TheStreet, USA Today columnist, editor of Retirement Management Journal and host of Exceptional Advisor podcast
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Jane Bryant Quinn ,Author of How to Make Your Money Last: The Indispensable Retirement Guide.
“Ed Slott is the go-to expert on IRAs in an era when legislative and regulatory changes are popping up as fast and furious as a whack-a-mole game. Arm yourself with the latest insights on how to protect future retirement savings by making tax-savvy moves today.”
Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews
“Drop what you are doing when Ed Slott conducts a seminar. Very thorough, great presentation skills and informative…you will take home ‘nuggets’ every single time that you will implement in your practice and be a hero.”
Barry Dreayer
“As a financial professional I rely on Ed’s timely & thorough updates to bring the most value to my clients. He is hands down the best presenter on IRAs, Roths, and retirement planning tips. His blog, newsletter, and webinars are invaluable, and his delivery is always lively & engaging! Thank you, Ed! Keep rocking!!”
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“Holy moly what a refreshing and amazingly educational experience! Thank you for being such an incredible ambassador for our work. I just wanted to express deep and wide appreciation for the amazing caliber of your presentation. As a former professor, I simply LOVED the charm and humor with which you delivered such critical information. It was the trifecta of pedagogical perfection: you made us grin, you kept us engaged, and we learned game changing information.”
Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest
“As anticipated Ed and his crew delivered the most complete treatment of the top issues practitioners are seeing in this area. The bifurcation of Ed speaking and his crew responding to participants’ questions provides a model for efficient knowledge-sharing, which one could hope would be replicated in other arenas. Bravo!!!’“
Moshe Stepansky
“Ed Slott packs so much information into his IRA webinar and considering recent legislation this was a very timely topic. Great insights explained extremely well.”
Anne Muldoon
“Incredible! I consider myself an IRA Expert, but I always hope to find something beneficial in IRA webinars. Ed blew it out of the water—I left the webinar with lots of tips and some clarification I didn’t know I needed. Fantastic job!!“
Teresa Roman
“So much fast-paced, yet in-depth information that I never want to miss a minute of the presentations! The energy was outstanding, and the program was every bit as well done [virtually] as in-person programs have been.”
Linda Gardner
“Truly outstanding presentation packed with useful information, which was informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to his remarkable reputation.”
Shunterica Woods
“Ed is a powerhouse presenter and a complete educator; I was on the edge of my seat for the entire hour! He delivered answers to all my burning questions and proactively answered my follow-up questions… ED, Exceptional-Dedicated!”
Marian Sterling
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