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Why You Should Take Your 2025 RMDs Now

Contributing Articles

Monday, July 14, 2025

Conventional wisdom says seniors should wait until the end of December to take their required minimum distribution (RMD)—that’s the minimum amount that tax law requires most people age 73 or older to withdraw annually from their traditional IRAs and employer-sponsored retirement accounts.

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Retirement Contributions Hit All-Time High, Fidelity Says

News & Press

Tuesday, June 10, 2025

“More people are putting more money away, which is great, but I think a lot of them are putting it in the wrong place, in a 401(k) rather than a Roth,” said CPA and retirement expert Ed Slott. While 401(k)s allow workers to contribute pre-tax income, the funds are subject to taxation when withdrawn; Roth funds are taxed beforehand….

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Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott

News & Press

Wednesday, May 28, 2025

Ed Slott, America’s foremost IRA expert and founder of the Elite IRA Advisor Group, joins host, Dave Alison, as he explores the “retirement tax time bomb.” Learn why the SECURE Act represents one of the most significant shifts in retirement planning history and how advisors can position themselves to deliver extraordinary value during this transition.

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Financial advisor success podcast Ep 437: Becoming An IRA Expert To Differentiate

News & Press

Wednesday, May 14, 2025

Ed Slott joins Michael Kitces to share the never-before-told origin story of how he became “America’s IRA Expert.” From taking over a dying CPA firm to risking his last $5,000 on a newspaper ad, Ed reveals how he built a national brand by specializing in IRAs and 
unapologetically charging premium fees for premium value. This episode offers rare insight into 
the mindset, marketing, and mission behind Ed Slott and Company.

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Money Moves Retirees Can Make Now to Reduce Next Year’s Taxes

News & Press

Wednesday, April 16, 2025

But Slott cautions that racing to convert a traditional IRA to a Roth IRA when the market tanks can be tricky. “You can’t time it,” he said.

“I have heard stories already from people who said, ‘Oh, the market was down 2,000 and the next day it was down a thousand, so I’m going to convert now.’ And by the time the order was processed, it was up 3,000.”

His advice: Do a series of smaller annual conversions over time, or even monthly and keep in mind that Roth conversions are permanent. “There are no backies, no do-overs. This has got to be a planned event,” he said.

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