Whether a client’s retirement dreams are five years away or 50, the single greatest threat standing in their way is taxes, warns Ed Slott of Ed Slott & Co.
The right tax management strategy can save clients hundreds of thousands of dollars, while the wrong strategy — or no strategy at all — can bring undue hardship during their golden years.
America’s IRA Expert Releases New Best-Selling Retirement Planning Book That Includes Secure Act 2.0 Updates; Hosts Live Virtual Book Launch Party in Celebration
June 11, 2024 – New York – Ed Slott, CPA, the nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com, announces his new book “The Retirement Savings Time Bomb Ticks Louder” is now available.The book has been highly anticipated by consumers and financial industry professionals alike and has already achieved best-seller status in the retirement planning category on Amazon prior to its June 11 publication date
Ed Slott, the founder of IRAhelp.com, returns to the show to discuss his new book, out this week, “The Retirement Savings Time Bomb Ticks Louder,” suggesting that converting traditional retirement accounts to tax-free Roth accounts is going to be worth it for most investors, noting that paying the taxes now is a form of insurance against Congress changing laws and raising taxes in the future.
America’s IRA Expert Releases New Book That Includes Secure Act 2.0 Updates, Offers Exclusive Bonus Video Content
NEW YORK, May 14, 2024 /PRNewswire/ — Ed Slott, CPA, the nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com, announces his new book “The Retirement Savings Time Bomb Ticks Louder” is now available for preorder.
The Labor Department is “going all-in on the IRA rollovers” with its final fiduciary rule, according to Ed Slott of Ed Slott and Co.
When it comes to teens and money, there is often a disconnect.
Overall, teenagers are taking a greater interest in their long-term financial health — although far fewer understand basic retirement planning.
A majority, or 83%, of 13- to 18-year-olds, said they had already thought about their retirement, according to the results of a survey from Junior Achievement and MissionSquare.
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!
