Ed Slott’s 10 Last-Minute Tax and Retirement Tips for 2021

As we approach year-end, CPA and IRA expert Ed Slott of Ed Slott & Co. has given ThinkAdvisor the top priorities that advisors should be focusing on right now in helping their clients with last-minute tax and retirement plan priorities.

His must-dos include avoiding the No. 1 mistake that clients make — and that advisors must alert them to.

See the gallery above for Slott’s 10 last-minute tips, in his own words.