News & Press

Christine Benz: Hi, I'm Christine Benz from Morningstar.We're in the thick of tax season

In a recent column, you talked about the possible pitfalls in retirement of giving financial help to adult children and family members.My question: How do you say “no”

IRA trusts may have lost some of their luster in the wake of the SECURE Act.

Under the act, long-term tax deferral is still permitted for certain IRA beneficiaries but others must empty the inherited account within 10 years.Beneficiaries of employer-sponsored qualified plans face the same new rules.

Ed Slott’s much-hyped new book, “The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes, And Combat the Latest Threats to Your Retirement Savings,” was released today during a live, virtual a book launch party at 6 p.m.ET.

ED SLOTT IS THE CONSUMMATE tax nerd.The best way for him to relax

This video was a live interview with Ed Slott, conducted by journalist, Jean Chatzky.

Retirement plan investors should position their portfolios to pay taxes sooner, rather than later, according to Ed Slott, founder of IRAhelp.com.

And one strategy to do this is by converting traditional IRAs to Roth IRAs, Slott said Tuesday during a roundtable discussion on how the next round of federal stimulus money will affect the economy.The rountable was sponsored by public relations firm JConnelly.

The new year brings a host of new planning challenges -- and opportunities -- for financial advisers and their clients.Join InvestmentNews' Chief Content Officer George Moriarty as he sits down with IRA planning expert Ed Slott one week before the release of his highly anticipated book, The New Retirement Savings Time Bomb

After a tumultuous 2020, the IRS will open tax filing season on Friday, February 12th, a few weeks later than years in the past.The deadline to file and pay any tax owed reverts to April 15th, after last year’s COVID-19 related extension.

I’m thinking about buying long-term-care insurance.Can you recommend a particular insurer or type of policy?

Actually, your best first step is not to shop for a carrier or policy