America’s IRA expert, Ed Slott, shares his thoughts on whether we should continue to contribute to 401(k) plans and IRAs during this entertaining conversation.
Ed also explains his preferred investment vehicle and why, discusses tax risk and offers some year-end strategies for retirement planning.
Parents with leftover money in college funds can now move them to retirement accounts—maybe even their own. But should they?
Let me close with some words from a new book, “The Retirement Savings Time Bomb Ticks Louder,” by Ed Slott, an accountant and retirement consultant. It’s an update of a 2021 book he wrote. Slott gets the fiscal problem. “Congress needs money, they’re going to have to raise the rates, and the last thing you want is to have your money subjected to the uncertainty of what future higher rates can do to your retirement savings,” he writes.
Today we’re joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converting to Roth IRAs could be a smart move, the risks of…
Big rollover mistakes are happening more frequently—and not just to individual investors, says tax and IRA expert Ed Slott.
If you have both pre-tax and Roth accounts in a 401(k) (or a 403(b) or governmental 457(b)) and are subject to required minimum distributions (RMDs), be aware of new rule changes made in the 2022 SECU RE 2.0 law. The rules were clarified in the IRS RMD final regulations, which came out on July 18.
If you have both pre-tax and Roth accounts in a 401(k) (or a 403(b) or governmental 457(b)) and are subject to required minimum distributions (RMDs), be aware of new rule changes made in the 2022 SECU RE 2.0 law. The rules were clarified in the IRS RMD final regulations, which came out on July 18.
The takeaway for advisors from the just-released Government Accoutability Report on IRA conflicts is that “unfortunately, more regulation is on the way and that means more burdensome compliance paperwork,” according to IRA and tax expert Ed Slott of Ed Slott & Co.
Tax and IRA expert Ed Slott discusses how the Secure and Secure 2.0 Acts undermine the case for deferring the tax bill.
Complex rules are “ridiculous” but advisors can add long-term value by helping clients get their IRAs and 401(k) balances down.
