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BRING INFORMATIVE, ENTERTAINING & ACTIONABLE TAX EDUCATION TO YOUR ADVISORS WHY BOOK ED SLOTT  ATTRACT & TRAIN ADVISORS TO DELIVER...

I have a client who is contributing $20,000 in elective deferrals to his 401(k). He is planning to contribute approximately...

Hello – I’m sure this question has been asked, so I apologize but there is not an easy way to...

The investment advisory firm of Bad Santa & the Grinch continues to disseminate misinformation and lousy, no good, rotten-to-the-core IRA advice. As we saw in “Bad Santa & The Grinch Offer Horrible IRA Advice – Part 1” (Slott Report, November 29), these two unsavory characters take great joy in fouling up not only your holiday, but also the qualified status of IRAs. Here are more fish bones, brown banana peels, coffee grinds and raccoon meals from their dented trash can of “IRA assistance.”

A person has 401k and is over 65. The 401k has a mix of pre-tax and after tax money in...

If a person is 73 years and will open a single person LLC (he has never been part of any...

I submitted an inquiry in August of 2022 asking about a situation where my client’s mother passed away, and then...

Must all employer 401k plans enable the “rule of 55” or can the plan rules elect whether or not to...

Hi … Must be getting old here. Just wanted to clarify this question for peace of mind … This is...

I just received a notice from the IRS that was sent to my former Roth IRA custodian and then forwarded...