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“The law simply says you must take out the money after 10 years,” notes Slott. “Your heirs could simply leave...

Although investors have experienced a bit of volatility recently, stocks have been trending up for the better part of a...

“At least you can get back to tax planning – comparing this year to last year,” Slott said. “Now …...

Investors often struggle with how to allocate their investment dollars: company retirement plan or IRA; traditional or Roth accounts. 

The longer the holding period, the greater the benefits of making these contributions.

Eight years after their arrival, backdoor Roth IRAs are alive and well. 

Financial expert Ed Slott recently reported that the Bipartisan Budget Act of 2018 included some favorable changes regarding the allowance...

“The classic worst case is you get divorced, your [ex-]wife is named as beneficiary and you never change the form,”...