News & Press

Tax time has rolled around again, and tax and IRA specialist Ed Slott of Ed Slott & Co.has plenty of advice for advisors

I would like to see you write, and warn your readers, about Medicare surcharges.I was insufficiently aware of the impacts

When it comes to holding stocks or bonds or just about any other kind of investment, financial advisors are pretty much united in their advice: diversify, diversify, diversify.

Anyone facing required minimum withdrawals from retirement accounts should note there’s been a change to calculating those amounts.

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

Our good friend Ben Franklin said the only things certain in life are death and taxes.Since we are coming up on year-end, we’ll tackle one of those certainties (you’re on your own with the other)

This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up.For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space

This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up.For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space

The holidays are approaching, so hopefully there’s some free time to pick up a new read. Here’s a list of our top picks.

You may also want to peruse the original list. Here’s the link.

Happy reading from the Retirement Daily team!

The November 3 version of the Build Back Better Act has resurrected retirement law changes that will curb high balance accounts and popular wealth building strategies including backdoor Roth IRAs and aftertax 401(k) contributions.There’s also a new $2.5 million retirement account reporting mandate, presumably to help the Internal Revenue Service with compliance.