This tax planning strategy would get a boost from Tax Reform 2.0
“Where I see a big benefit is if you’re doing a backdoor Roth conversion and you’re still working,” said Ed Slott, CPA and founder of Ed Slott & Co.
“Where I see a big benefit is if you’re doing a backdoor Roth conversion and you’re still working,” said Ed Slott, CPA and founder of Ed Slott & Co.
“The classic worst case is you get divorced, your [ex-]wife is named as beneficiary and you never change the form,” said Ed Slott, a certified public accountant in Rockville Centre, New York.“You might have changed your will to leave everything to the kids
“People get afraid and then don’t file their return,” said Ed Slott, a certified public accountant and founder of Ed Slott & Co.in Rockville Centre, New York
Ed Slott, Ed Slott & Company, and Ric Edelman, Edelman Financial Services, discuss the advice they are giving to their financial advising clients in this volatile environment.
Ed Slott, Ed Slott & Company, and Carrie Coghill, Coghill Investment Strategies, discuss their strategies for protecting 401(k) accounts.
People in high-tax areas are swarming their local town halls in a rush to pre-pay their property taxes.Ed Slott, CPA and founder of IRAHelp.com, and Carrie Coghill, Coghill Investment Strategies debate the merits of that strategy.