Newsroom

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

Because of all the various changes that went into effect last year as the pandemic unfolded, this tax season could be a tricky one.

To help us break it down, we're joined by the one and only Ed Slott, the ultimate tax guru and founder of IRA Help.

Ed Slott, CPA and founder of irahelp.com, will be joining the faculty of the American College of Financial Services as professor of practice, the College recently announced in a news release.

Can you amass $1 million in retirement savings with just an IRA?You may be skeptical, but the answer is yes

A new study by the Investment Company Institute shows U.S.households’ missed opportunity in maximizing IRA contributions, according to IRA expert Ed Slott, an area where advisors can provide “significant value.”

Two books are intended to help people who are worried about their finances in the midst of this painful pandemic.One suggests ways of improving your situation right now

KING OF PRUSSIA, PA – January 13, 2021 – George Nichols III, President and CEO at The American College of Financial Services, announced today that Ed Slott, CPA, founder of irahelp.com, has been named Professor of Practice and will be joining The College faculty. In the position, Slott, America’s IRA Expert, will contribute to the Retirement Income Certified Professional® (RICP®) program and support The College’s current faculty focused on retirement distribution planning.