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Investors often struggle with how to allocate their investment dollars: company retirement plan or IRA; traditional or Roth accounts. 

Despite their best intentions, retirees sometimes miss their required minimum distributions. 

"File early as you normally would and at least secure a place in line for when refunds will be issued.Don't wait until things get back to normal," Ed Slott, a certified public accountant who founded IRAHelp.com, told Business Insider

Ed Slott, president of Ed Slott & Company, and Julie Welch, partner and director of Tax at Meara, Welch and Browne speak to CNBC’s “Squawk Alley” about selling stocks for tax benefits.

“The Roth IRA removes the uncertainty of what future taxes can do to your retirement account,” says Ed Slott, a certified public accountant and founder of IRAHelp.com.

If you use a financial adviser or accountant, understand that even they might not be up to speed on the best IRA tax strategies.It pays to educate yourself, and one of the best resources is Ed Slott (IRAhelp.com)

It's the fourth quarter and that means it's required minimum distributions season. 

The qualified charitable distribution has been around for a while, but it's particularly compelling under the new tax laws.

The longer the holding period, the greater the benefits of making these contributions.

Ed Slott, a retirement plan expert in suburban New York City, also favors boosting the starting age to 75, if not higher."That would be great, the better way to handle (increased life expectancy)," he said.