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In our headline segment we’re visited by another star….this one in the tax planning world. Ed Slott is back, and he’s fired up about your retirement accounts. His take: stop saving into pre-tax 401k plans and IRAs! Why? Here during tax season Ed joins us to dive into what we SHOULD be focusing on this tax season….and reminding us what we should ignore.

Withdrawing money from retirement accounts will have consequences on your 2024 return.

On this episode of Jill on Money, Jill Schlesinger and Mark Talercio sit down with Ed Slott to discuss our favorite subject, taxes!

There’s a chance to do two 529-to-Roth rollovers this year – but only if the first one (for 2023) is done by April 15.

Details and tax implications to keep in mind from tax and IRA expert Ed Slott.

Here are tactics to use this year given the opportunities for record stock values at the end of 2023.

Tax expert Ed Slott discusses Secure Act 2.0 provisions and what to know about higher income and estate tax rates in 2026.

As 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is ”the best way of putting the client’s interest first.”

Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever.