Slott is an author and retirement expert, and one of the nation’s leading authorities on individual retirement accounts or IRAs.Right now, he sees a couple of opportunities that IRA owners should consider in light of the new U.S
"Education is more important than ever, as we currently have the largest opportunity in our industry's history: a volatile stock market, a newly-implemented tax code that few understand and a surge of Baby Boomers transitioning into retirement and seeking guidance," said Ed Slott, CPA, a nationally recognized IRA expert, founder of Ed Slott and Company and creator of irahelp.com.
Financial Professionals Can Now Access This Training at Their Convenience to Learn Critical 2018 IRA Updates
NEW YORK, April 26, 2018 -- Ed Slott and Company, the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys, has made its "Instant IRA Success" eSeminar available on demand, allowing financial professionals access to online education anytime, anywhere.The program is comprised of seven web-based sessions that provide education on IRA distribution planning topics and include critical 2018 IRA updates, such as strategies for planning under the Tax Cuts and Jobs Act and changes to the estate tax exemption.
"Education is more important than ever, as we currently have the largest opportunity in our industry's history: a volatile stock market, a newly-implemented tax code that few understand and a surge of Baby Boomers transitioning into retirement and seeking guidance," said Ed Slott, CPA, a nationally recognized IRA expert, founder of Ed Slott and Company and creator of irahelp.com
“The classic worst case is you get divorced, your [ex-]wife is named as beneficiary and you never change the form,” said Ed Slott, a certified public accountant in Rockville Centre, New York.“You might have changed your will to leave everything to the kids
Time's running out.Here is what you need to know.
“People get afraid and then don’t file their return,” said Ed Slott, a certified public accountant and founder of Ed Slott & Co.in Rockville Centre, New York
Investors have until April 17 to make an IRA contribution for the 2017 tax year.Joining me via Skype to discuss some IRA contribution mistakes to avoid is the IRA expert himself, Ed Slott.
“As we’ve seen recently, it can drop like a stone, instantly,” said Ed Slott, who educates financial advisers on IRAs and publishes the Slott Report.
Next Available 2-Day IRA Workshop: July 26-27 in Chicago
NEW YORK, Feb.20, 2018 -- Ed Slott and Company has announced that its 2-Day IRA Workshop taking place in Orlando on February 22-23 is sold out
Ed Slott, Ed Slott & Company, and Ric Edelman, Edelman Financial Services, discuss the advice they are giving to their financial advising clients in this volatile environment.
