Newsroom

A Tax-Smart Way to Give to Charity

News & Press

Thursday, July 19, 2018

All in all, many more people will be taking the standard deduction, effectively making charitable contributions using post-tax dollars more expensive, notes Ed Slott, an author and retirement expert who is one of the nation's leading authorities on individual retirement accounts.

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A Tax-Smart Way to Give to Charity

News & Press

Thursday, July 19, 2018

All in all, many more people will be taking the standard deduction, effectively making charitable contributions using post-tax dollars more expensive, notes Ed Slott, an author and retirement expert who is one of the nation's leading authorities on individual retirement accounts.

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Hardship distribution changes coming up

News & Press

Thursday, July 05, 2018

Financial expert Ed Slott recently reported that the Bipartisan Budget Act of 2018 included some favorable changes regarding the allowance of hardship distributions from 401(k), 403(b) and 457(b) plans.These changes are effective after Dec

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Ed Slott and Company’s “Instant IRA Success” eSeminar Now Available On Demand

News & Press

Thursday, April 26, 2018

"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.

 

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Ed Slott and Company’s “Instant IRA Success” eSeminar Now Available On Demand

Company Announcements

Thursday, April 26, 2018

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

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