News Releases

• September 24, 2009
  New IRS Ruling Allows Relief on Unwanted 2009 RMDs
  
  
• December 23, 2008
  President has signed bill suspending 2009 RMD’s on December 23, 2009
  
  
• December 19, 2008
  RMDs Suspended for 2009
  
  
• October 14, 2008
  Charitable IRA rollovers are back!
  
  
• February 25, 2008
  Stay Rich Forever & Ever
  
  
• February 25, 2008
  ED SLOTT is hosting his first national public television fundraising special
  
  
• January 17, 2008
  Congress Creates More Confusion on the Non-Spouse Rollover Provision under PPA 2006
  
  
• October 24, 2007
  IRS Changes Position on Non-Spouse Beneficiary Rollovers from Plans
  
  
• January 16, 2007
  Update on Non-Spouse Beneficiary Transfers from Employer Plans - Transfers to non-spouse plan ...
  
  
• August 17, 2006
  Pension Protection Act of 2006. In the most sweeping and massive pension legislation in 30 years, Congress is...
  
  
• May 26, 2006
  Congress Allows IRA Contributions for Servicemen in Combat Zones
  
  
• May 12, 2006
  New tax bill eliminates eligibility rules for Roth IRA conversions
  
  
• January 04, 2006
  IRS Super-Sizes Fees for IRA and Plan Private Letter Rulings
  
  
• September 25, 2005
  Retirement Plan Relief Provisions Are Signed Into Law and Effective Immediately
  
  
• August 22, 2005
  IRS Shuts Down Roth IRA Annuity Conversion Scheme
  
  
• June 29, 2005
  IRS Issues IRA Disclaimer Ruling
  
  
• April 21, 2005
  President Signs Bankruptcy Bill
  
  
• April 04, 2005
  Supreme Court IRA Alert
  
  
• December 02, 2004
  Update on Creditor Protection for IRAs
  
  
• April 27, 2004
  For the First Time . . . IRS Denies Ruling Request to Extend the 60-day Rollover Rule
  
  
• December 23, 2003
  Inherited IRA Grandfather Rule Expires at the End of This Year!
  
  
• January 31, 2003
  Ed Slott's Take on the New Retirement Account Proposals
  
  
• January 31, 2003
  President’S Budget Proposes Bold Tax-Free Savings And Retirement Security Opportunities For All Americans
  
  
• November 08, 2002
  Election Results May Prove IRA Friendly
  
  
• October 03, 2002
  72(t) Relief Released Today by IRS
  
  
• June 20, 2002
  IRS Release on Possible 72(t) Reform
  
  
• April 17, 2002
  Ed Slott's Overview of New Rules
  
  
• March 18, 2002
  The New Tax Act Job Creation and Worker Assistance Act of 2002 Fixes 2002 SEP Contribution Error -- It's Official - The New SEP Limit for 2002 is Now 25% -- New IRS Publications are Now Incorrect
  
  
• December 28, 2000
  Days left to tap IRA - Take distributions before end of the year to avoid major penalties
  
  
• September 22, 2000
  New Tax Proposal Includes Major IRA Opportunity