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Ed Slott’s Year-End Retirement Planning Alerts

Year-end retirement planning is in full swing. We are less than a week away from Christmas and in two short weeks 2013 will be here. Financial advisors and their clients are working hard to develop a proactive plan to guard against rising taxes. Ed Slott has your answers on gifting, RMDs (required minimum distributions) and QCDs (qualified charitable distributions) in three year-end planning videos found below.
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Senators Propose Tax Relief for Hurricane Sandy Victims

We have spent a great deal of online real estate on the financial aftermath of Hurricane Sandy and the toll it took and continues to take on disaster relief efforts both structurally at shore points up and down the Jersey coast and into New York and financially on the tens of thousands who saw their homes, vehicles and personal belongings wash away with the "once-in-a-century" storm.
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Roth Conversion

Client is 65 and has $403 in IRA. $63k is after tax contributions.Client considering converting entire amount in 2012 and...
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