Ed Slott and Company


in the News

January 22, 2012
InvestmentNews - When decisions are impaired by disability
Ed Slott (irahelp.com), a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to help financial advisers and insurance companies become recognized leaders in the IRA marketplace.

January 12, 2012
Financial-Planning.com (blog) - What Beneficiaries Need to Know After Inheriting IRAs
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

January 12, 2012
BankInvestmentConsultant.com (blog) - What Beneficiaries Need to Know After Inheriting IRAs
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

January 11, 2012
Fox Business - Avoid These Eight Common IRA Mistakes
"If you don't put anything in, you won't have anything at the end," says IRA expert Ed Slott, president of Ed Slott and Co., and author of "The Retirement Savings Time Bomb … and How to Defuse It." Each year tha

January 6, 2012
Financial-Planning.com - Attend Coaching Sessions and Web Seminars, Podcasts and more
By Ed Slott The SEC issued a formal alert nearly four months ago advising investors to be wary of fraudulent promoters targeting self-directed IRAs. The alert noted that a key difference between IRAs and self-directed IRAs is that while "most

January 5, 2012
BankInvestmentConsultant.com (blog) - Inherited IRA Issues
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

January 5, 2012
Financial-Planning.com (blog) - Inherited IRA Issues
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

January 2, 2012
Financial-Planning.com - On Guard
By Ed Slott The SEC issued a formal alert nearly four months ago advising investors to be wary of fraudulent promoters targeting self-directed IRAs. The alert noted that a key difference between IRAs and self-directed IRAs is that while "most

December 29, 2011
PR Web (press release) - 12 Financial Resolutions for 2012
A great recommendation for your first financial read of 2012 is The Retirement Savings Time Bomb . . . and How to Defuse It by Ed Slott (January 2012, Viking Adult). 11. Manage Expectations. It's neither the bulls nor the bears that you need to

December 29, 2011
CreditCards.com - 7 low-cost ways to get financially organized
Receipts don't have to be organized, color-coded or filed, they just have to be in one central place, says Ed Slott, a CPA and author of "The Retirement Savings Time Bomb ... and How to Defuse It." Another good way to start the new ye

December 22, 2011
Financial-Planning.com (blog) - How to Handle IRA Conversions, RMDs From Inherited Accounts
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

December 22, 2011
On Wall Street (blog) - How to Handle IRA Conversions, RMDs From Inherited Accounts
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

December 15, 2011
Financial-Planning.com (blog) - Beneficiary IRAs, Reconverting Traditional IRAs and Hardship Withdrawals
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

December 15, 2011
BankInvestmentConsultant.com (blog) - Beneficiary IRAs, Reconverting Traditional IRAs and Hardship Withdrawals
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

December 15, 2011
On Wall Street (blog) - Beneficiary IRAs, Reconverting Traditional IRAs and Hardship Withdrawals
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

December 11, 2011
InvestmentNews - When a mom raids her child's IRA
Ed Slott (irahelp.com), a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to help financial advisers and insurance companies become recognized leaders in the IRA marketplace.

December 8, 2011
Financial-Planning.com (blog) - Ask Ed Slott: Replacing IRA Withdrawals; RMD Issues
By Ed Slott Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a widely recognized professional speaker and educator specializing

December 4, 2011
Smartmoney.com (blog) - How Do I Fix A 401(k) Rollover Error?
Your first step is to figure out if you paid taxes and penalties when you moved the money out of your 401(k), says Ed Slott, an IRA consultant in Rockville Centre, NY Check your income tax return for that year. You should have received a Form-1099

December 3, 2011
Allentown Morning Call - At a minimum, take required distribution
IRA expert Ed Slott is an unabashed fan of converting tax-deferred accounts to Roths as early as possible, using outside funds to pay the tax bill, in order to get the income tax hit out of the way before retirees are living on a fixed income.

November 25, 2011
Wall Street Journal - Harnessing the Anything-Goes IRA
For example, the rules bar IRA owners and most relatives from living in an IRA-owned property or investing in their own companies, says Ed Slott, an IRA expert in Rockville Centre, NY Regulators warn these accounts have become targets for fraud,

November 14, 2011
InvestmentNews - A fraud warning for self-directed RIAs
By Ed Slott In September, the SEC issued an investor alert warning investors to be wary of fraudulent promoters targeting self-directed IRAs. The alert began with a brief overview of conventional individual retirement accounts and self-directed IRA

November 11, 2011
Smartmoney.com (blog) - Will I Be Double Taxed on My Retirement Savings?
Under this scenario, 90% of any amount that you convert into a Roth IRA would be taxed, and 10% would be untaxed, says Ed Slott, IRA expert and founder of IRAhelp.com. You might be better off converting the full amount now, while the lower Bush-era

November 8, 2011
ThirdAge - Munich Re Quarterly Net Decline Drops Farther Than Expected
... PFE Group and coauthor of The Complete Idiots Guide to 401k PlansBefore you move your account look at the deal from all the angles CPA Ed Slott believes that IRAs offer more choice more control for consumers than companysponsored 401k pl

November 6, 2011
Arizona Daily Star - The scoop: Former Mega program director lands gig at KMSB-Channel 11
Personal finance expert Ed Slott, who has written several books and filmed three PBS specials, is headlining an Arizona Public Media fundraiser at 5 pm Monday. His speech is titled "Lower Your Taxes Now and Forever." "I will show Tuc

November 1, 2011
Insurance News Net (press release) - New rules for the retirement game [Long Island Business News (NY)]
Recessions and excellent cardiograms challenge the done-at-65 strategy, but it's not impossible to pick a retirement date and stick to it, according to Ed Slott , president of Rockville Centre accounting firm Ed Slott & Co. "You

October 31, 2011
Financial-Planning.com - When a Disability Isn't Disabling
By Ed Slott The tax code generally assesses a 10% penalty on distributions from qualified plans, including IRAs, before age 59 1/2. But as many advisors and even many clients know, there are a number of exceptions to this rule. ...

October 23, 2011
Stockton Record - Preserving benefits for heirs
For more detailed advice on this topic, I highly recommend Ed Slott's books, including "Stay Rich for Life." Here are a few of his recommendations: "Make sure you fill out the beneficiary form for all your retirement accounts, and k

October 16, 2011
InvestmentNews - More the exception than the rule
Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to help financial advisers and insurance companies become recognized leaders in the IRA marketplace. He can be reached at

October 12, 2011
Insurance News Net (press release) - Deadline looms: Should you re-characterize a Roth IRA? [Lawyers USA]
But think twice before making the switch, advised Ed Slott , a CPA in Rockville Centre, NY , who publishes " Ed Slott's IRA Advisor." "Look at the situation long-term," he stressed. "Too many people are reacting

October 8, 2011
Indianapolis Star - Your Money: Undoing a Roth IRA conversion takes some tricky calculations
"They don't want to pay tax on a value that no longer exists," said Ed Slott, who operates IRAHelp.com. Converting from a traditional IRA to a Roth IRA was a hot move for some in 2010. It was the first year that savers who earned more

October 6, 2011
Smartmoney.com - For IRAs, Flexibility Comes With Extra Risks
Even for investors who buy strictly legitimate investments, self-directed IRAs are still more complicated than traditional retirement accounts, says Ed Slott, a certified public accountant and founder of Irahelp.com-- just as owning a rental proper

October 3, 2011
Sacramento Bee - Regretful investors can undo IRA conversion
"They don't want to pay tax on a value that no longer exists," said Ed Slott, who operates IRAHelp.com. Converting from a traditional IRA to a Roth IRA was a hot move for some in 2010. It was the first year that savers who earned more

October 3, 2011
News & Observer - Regretful investors can undo IRA conversion
"They don't want to pay tax on a value that no longer exists," said Ed Slott, who operates IRAHelp.com. Converting from a traditional IRA to a Roth IRA was a hot move for some in 2010. It was the first year that savers who earned more

October 1, 2011
Detroit Free Press - Susan Tompor: 2nd-guessing time for Roth conversions
"They don't want to pay tax on a value that no longer exists," said Ed Slott, who operates www.irahelp.com. Converting from a traditional IRA to a Roth IRA was a hot move for some in 2010. It was the first year that savers who earned

September 30, 2011
Wall Street Journal - The Roth Switcheroo
It is important to make sure you don't accidentally disqualify your IRA holdings, says Ed Slott, an IRA consultant in Rockville Centre, NY Make sure you use a direct transfer from one account to another. If you make a withdrawal, "you'

September 28, 2011
Newsday (subscription) - Ask the Expert: Doing and undoing Roth IRA
"To undo the conversion, you move whatever is left in the Roth account back to the traditional IRA," says Ed Slott, a Rockville Centre tax accountant. The deadline for undoing a 2010 conversion is Oct. 17, 2011. For a 2011 conversion, it&

September 19, 2011
InvestmentNews - IRAs and special-needs trusts
By Ed Slott In a recent private-letter ruling (PLR 201116005), the Internal Revenue Service allowed a disabled beneficiary to transfer his share of two inherited individual retirement accounts to a special-needs trust of which he was the beneficiar

September 16, 2011
Forbes - How To Game The Tax Man With Your IRA, 101
For a second opinion, I called Ed Slott, an IRA expert and founder of IRAhelp.com. It turns out that he did exactly what Peterson (and Blankenship) described, with his own money. He created six different Roth IRAs with six different types of...

September 12, 2011
Reno Gazette Journal - IRA change saves cash
A: If your holdings already have lost substantial value, the decision to recharacterize is a no-brainer, said Ed Slott, a Rockville Centre, NY, accountant who specializes in retirement issues. A: Anyone who converted in 2010 was given the one-time

September 11, 2011
InvestmentNews - Market skid may prompt Roth IRA 'do-overs'
"It all comes down to trying to time the market,"� said tax and retirement expert Ed Slott, president of Ed Slott and Co. LLC. He called the short-term strategy a gamble. Mr. Slott views conversions as a long-term strategy and doesn't

September 7, 2011
Reuters - Stern Advice: It's time to rock your Roth
Definitely worth doing, says Ed Slott, an IRA expert and publisher of Ed Slott's IRA Advisor newsletter. He even suggests that people who converted last year and saw their Roth account remain relatively stable may want to recharacterize,

September 7, 2011
Reuters - Stern Advice: It's time to rock your Roth
Definitely worth doing, says Ed Slott, an IRA expert and publisher of Ed Slott's IRA Advisor newsletter. He even suggests that people who converted last year and saw their Roth account remain relatively stable may want to recharacterize,

September 6, 2011
Arizona Public Media - Lower Your Taxes! Now & Forever With Ed Slott
Now & Forever with Ed Slott is the third public television special featuring renowned tax advisor, personal finance author and Certified Public Accountant Ed Slott. In this all-new program, Slott answers pressing viewer retirement questi

September 6, 2011
Wall Street Journal - Family Feuds: The Battles Over Retirement Accounts
"That's where most of the wealth in America ends up," says Ed Slott, a certified public accountant in Rockville Centre, NY "But what most people don't realize is it's surrounded by this complex labyrinth of rules," h

September 3, 2011
NewsOK.com - Recharacterizing a Roth IRA conversion may save money on future taxes
A: If your holdings have already lost substantial value, the decision to recharacterize is a no-brainer, says Ed Slott, a Rockville Centre, NY, accountant who specializes in retirement issues. “Why pay tax on value that no longer exists?” he sa

September 2, 2011
Akron Leader Publications - South Side Business News & Notes
According to Siegferth, she is a charter member and participates in Ed Slott's Master Elite IRA Advisor Group, which, she said, is an exclusive group of experts in retirement distribution planning. She also has a master of science degree with a

September 2, 2011
Greenfield Daily Reporter - Market plunge prompted many Roth IRA converts to consider undoing them for big ...
A: If your holdings have already lost substantial value, the decision to recharacterize is a no-brainer, says Ed Slott, a Rockville Centre, NY, accountant who specializes in retirement issues. "Why pay tax on value that no longer exists?"

September 2, 2011
CBS MoneyWatch.com - Undoing a Roth IRA conversion may save money
A: If your holdings have already lost substantial value, the decision to recharacterize is a no-brainer, says Ed Slott, a Rockville Centre, NY, accountant who specializes in retirement issues. "Why pay tax on value that no longer exists?"

September 2, 2011
UA News (press release) - "Lower Your Taxes! Now & Forever with Ed Slott"
Now & Forever with Ed Slott" is the third public television special featuring renowned tax advisor, personal finance author and Certified Public Accountant Ed Slott. In this all-new program, Slott answers pressing viewer retirement

August 31, 2011
Financial-Planning.com - Taking Special Care With Inherited IRAs
By Ed Slott As advances in medicine continue, it's become more likely that special- needs children may outlive their parents. For example, the average life expectancy of a person with Down syndrome is 60 today, compared with only 25 in 1983

August 21, 2011
InvestmentNews - Roth re-characterization confusion
By Ed Slott Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization. You will need to know how t

August 11, 2011
CNN - Your will: The hidden traps
... without obtaining your spouse's written consent first, notes Ed Slott, a CPA and IRA specialist in Rockville Centre, NY But if you're about to get married, it's perfectly legal to roll a 401(k) account into an IRA before you

August 9, 2011
Smartmoney.com (blog) - As Market Tumbles, Time to Convert Traditional IRA to Roth?
Ed Slott, an IRA consultant in Rockville Centre, NY, suggests a good conversion strategy in a time of volatility: Put each different type of asset in a different Roth account. That way, if any asset class falls significantly in value, ...

August 8, 2011
Belleville News Democrat - Baby boomers shouldn't splurge with inherited IRA money
"This is very tax-sensitive money," said Ed Slott, a speaker and author on IRAs who has done shows on public television. If you invest it wrong or spend it too quickly, you could have some unexpected tax headaches. "The problem I see

August 8, 2011
Merced Sun-Star - Baby boomers shouldn't splurge with inherited IRA money
"This is very tax-sensitive money," said Ed Slott, a speaker and author on IRAs who has done shows on public television. If you invest it wrong or spend it too quickly, you could have some unexpected tax headaches. "The problem I see

August 8, 2011
The Republic - Baby boomers shouldn't splurge with inherited IRA money | The Republic
"This is very tax-sensitive money," said Ed Slott, a speaker and author on IRAs who has done shows on public television. If you invest it wrong or spend it too quickly, you could have some unexpected tax headaches. "The problem I see

August 8, 2011
Modesto Bee - Baby boomers shouldn't splurge with inherited IRA money
"This is very tax-sensitive money," said Ed Slott, a speaker and author on IRAs who has done shows on public television. If you invest it wrong or spend it too quickly, you could have some unexpected tax headaches. "The problem I see

August 7, 2011
Online PR News (press release) - Tom Riquier, CFP�, CLU, Completes More IRA Training
Mr. Riquier is a member of Ed Slott's Master Elite IRA Advisor GroupSM - the highest level of continuous training offered by Ed Slott and Company. "I am proud to be a member of this prestigious group that is committed to continually

August 6, 2011
San Jose Mercury News - Stretch the benefits of an IRA
In other words, "to stretch is to keep your inherited account growing tax-deferred, or tax-free if it's a Roth IRA," said Ed Slott, a CPA and IRA expert. "It's a massive tax-free transfer of wealth," he said. "You

August 4, 2011
The Ledger - Learn the Ends and Outs of What Could Happen to Money
In other words, "to stretch is to keep your inherited account growing tax-deferred, or tax-free if it's a Roth IRA," said Ed Slott, a CPA and IRA expert. "It's a massive tax-free transfer of wealth," he said. "You

August 4, 2011
The Ledger - Stretch IRA: Learn the Ends and Outs of What Could Happen to Money
In other words, "to stretch is to keep your inherited account growing tax-deferred, or tax-free if it's a Roth IRA," said Ed Slott, a CPA and IRA expert. "It's a massive tax-free transfer of wealth," he said. "You

August 3, 2011
Detroit Free Press - Susan Tompor: Baby boomers shouldn't splurge with inherited IRA money
It's possible, IRA expert Ed Slott said, to have an inherited Roth IRA, but you cannot convert an inherited IRA into an inherited Roth IRA. You can convert a parent's inherited 401(k) to an inherited Roth IRA. "Pay attention to your 401(

July 27, 2011
Forbes (blog) - Don't Let Your Ex-Husband Inherit Your 401(k)
At FinancialPlanning.com, Ed Slott recently described an example where a deceased man's workplace retirement savings were passed onto his new wife, even though he had previously named his three kids as beneficiaries. At first blush, it appears

July 24, 2011
Milwaukee Journal Sentinel - Annual meeting means boost for business
The reps also will get some pointers from retirement savings expert and author Ed Slott on how they can help their customers hang onto and pass along to heirs the wealth they accumulate in their IRAs. In addition, they will be able to take advantag

July 22, 2011
Dallas Morning News (subscription) - Stretch the benefits of an IRA
In other words, "to stretch is to keep your inherited account growing tax-deferred, or tax-free if it's a Roth IRA," said Ed Slott, a CPA and IRA expert. "It's a massive tax-free transfer of wealth," he said. "You're not givin

July 18, 2011
InvestmentNews - Broken window: Rollover horror stories
By Ed Slott When clients withdraw money from an individual re-tirement account or employer retirement plan and want to move those funds to another retirement account, they must roll over those funds within 60 days of the date that they received the

July 13, 2011
Forbes (blog) - How To Cut State Death Taxes - Without Moving
Such assets require the careful planning of a knowledgeable professional because as Ed Slott informs in his excellent book on the subject, you can parlay your IRA into a fortune. Timing of the gift.Gifts made within three years of death are include

July 1, 2011
Chicago Tribune - Know your IRA
"You are paying upfront to remove the uncertainty of what future tax rates will do to your savings," said IRA expert Ed Slott, founder of IRAHelp.com and author of "Stay Rich for Life!: Growing & Protecting Your Money in Turbulen

July 1, 2011
Dallas Morning News (subscription) - Thinking outside of the box with your IRA
"Dealing with family members when it comes to your IRA is a prohibited transaction because you are considered to be self-dealing,"� said Ed Slott, a certified public accountant and author of several books on IRAs. Self-dealing means you're u

June 29, 2011
Financial-Planning.com - Beneficiary Battles
By Ed Slott Imagine his children's surprise: Despite having previously named his three kids as beneficiaries of his 401(k) plan, a deceased man's workplace retirement savings would not be part of their inheritance. Instead, they would pass

June 28, 2011
Wall Street Journal (blog) - The Stealth Tax Reduction for the Wealthy
IRA expert Ed Slott calls it the "government's going-out-of-business sale."� "A wealthy individual converts a large 401(k) account to a Roth IRA and names a grandchild as the beneficiary. The grandchild, at age 1, inherits the Roth, whose

June 28, 2011
Financial-Planning.com - Clients Need to Act Fast to Benefit From Congress' Sweet Estate Planning Deal
This means a one-year old who earned an average annual return of 8% on that $5 million could get a lifetime income of $408 million, completely free of taxes, IRA expert Ed Slott calculates. Double that amount, if two grandparents give $5 million ea

June 25, 2011
Washington Post - The tax law that could make your grandchildren super-rich
"I call this tax break the government's going-out-of business sale,"� says IRA guru Ed Slott, who travels the country teaching advisers and accountants how to squeeze benefits out of the Roth IRA. "This is a tax break you could drive 10

June 14, 2011
InvestmentNews - Five Roth redo considerations
That may not be the best move. Before they re-characterize, make sure they take the following into consideration. (Story by Ed Slott. Mr. Slott, a certified public accountant, created The IRA Leadership Program and Ed Slott's Elite IRA A

June 12, 2011
Detroit Free Press - Susan Tompor: Lessons from an innovation guru
Like money lady Suze Orman and IRA expert Ed Slott, DeGraff will have on-air items to offer for those who make pledges in between segments on PBS -- a program DVD, DeGraff's "Innovation You" book, a two-DVD Innovation Workshop set and

June 11, 2011
Detroit Free Press - Susan Tompor: Susan Tompor talks with innovation guru
Like money lady Suze Orman and IRA expert Ed Slott, DeGraff will have on-air items to offer for those who make pledges in between segments on PBS -- a program DVD, DeGraff's "Innovation You" book, a two-DVD Innovation Workshop set and

June 1, 2011
FedSmith.com - Mistakes to Avoid with Roth Conversions
Ed Slott is known as America's leading expert on IRA planning. He has written several books, one of my favorites is: The Retirement Savings Time Bomb and has a PBS special televised throughout the country: "Stay Rich Forever and Ever" says

May 29, 2011
Appleton Post Crescent - Who's News: Patrick Rusch named Rising Leader at Platinum Wealth Management ...
APPLETON - Scott Palomaki, a financial adviser with CG Financial Services in Appleton, recently completed the Ed Slott IRA Success Series. Ed Slott was named "The Best" source for IRA advice by The Wall Street Journal. ...

May 17, 2011
Smartmoney.com (blog) - IRA Compensation: Trickier Than You'd Think
Ed Slott, an IRA consultant in Rockville Centre, NY, points out that the Tax Court ruled on whether the IRA contribution was deductible, because this was what the Internal Revenue Service had challenged. But the taxpayer wasn't eligible to make

May 15, 2011
InvestmentNews - 401(k) rights trumped by ERISA
By Ed Slott In a recent case (Cajun Industries LLC v. Robert Kidder, et al.), the court ruled that despite having previously named his three children as beneficiaries of his 401(k) plan, a deceased plan participant's 401(k) balance will pass to

May 13, 2011
Fortune - A new way to save tax-free
"It's almost certainly an unintended consequence of the new rules," says Ed Slott, a CPA and IRA specialist in Rockville Centre, NY "But it's a perfectly legal maneuver and a great strategy for high-income investors." Be

May 13, 2011
CNNMoney - A new way to save tax-free
"It's almost certainly an unintended consequence of the new rules," says Ed Slott, a CPA and IRA specialist in Rockville Centre, NY "But it's a perfectly legal maneuver and a great strategy for high-income investors." Be

May 13, 2011
CNN - A new way to save tax-free
"It's almost certainly an unintended consequence of the new rules," says Ed Slott, a CPA and IRA specialist in Rockville Centre, NY "But it's a perfectly legal maneuver and a great strategy for high-income investors." Be

May 13, 2011
WCVB-TV - A New Way To Save Tax-Free
"It's almost certainly an unintended consequence of the new rules," says Ed Slott, a CPA and IRA specialist in Rockville Centre, NY "But it's a perfectly legal maneuver and a great strategy for high-income investors." Be

May 13, 2011
KTVZ - A New Way To Save Tax-Free
"It's almost certainly an unintended consequence of the new rules," says Ed Slott, a CPA and IRA specialist in Rockville Centre, NY "But it's a perfectly legal maneuver and a great strategy for high-income investors." Be

May 12, 2011
Financial-Planning.com (blog) - Ask Ed Slott: Beneficiary Designations and 401(k) Woes
By Ed Slott Husband with large IRA, age 80+, second marriage, wife age 66. Upon death, husband wishes all income from IRA to second wife. At wife's death, IRA principal to Husband's family of nieces (no children). Question: how to set-up Be

May 11, 2011
Smartmoney.com - Rolling Over Your 401(k): Should You Do It?
While federal law shields the assets in 401(k) plans from a variety of claims, it only safeguards IRA assets in cases involving bankruptcies, says Ed Slott, an IRA consultant in Rockville Centre, NY Some states, including New York, have laws that <

May 10, 2011
Boston Globe - The only downside of a will - regardless of your age - is not having one
If you have significant retirement assets such as IRAs and 401(k)s, it is important to select beneficiaries and withdrawal options with care. I recommend the books written by Ed Slott to help you understand these issues.

May 8, 2011
Long Beach Press-Telegram - THE SAVINGS GAME: Putting off estate planning can leave a legacy of confusion
I recommend that you review the books written by Ed Slott to help you understand these issues. Having a will prepared and updated as necessary is one of the best gifts you can provide for your family. There is no downside, and without one there are

May 7, 2011
Wall Street Journal - Should You Roll Over Your 401(k)?
While federal law shields the assets in 401(k) plans from a variety of claims, it only safeguards IRA assets in cases involving bankruptcies, says Ed Slott, an IRA consultant in Rockville Centre, NY Some states, including New York, have laws that <

May 5, 2011
On Wall Street (blog) - Ask Ed Slott: Dissecting a Complicated IRA; and Primary Beneficiary Woes
By Ed Slott This week, Ed examines a difficult IRA and also looks at how to handle primary beneficiaries. An 85 year old woman we'll call Agnes died in 2007 and left her IRA to her sister, Ruth. Agnes had already taken her 2007 RMD. ...

May 5, 2011
BankInvestmentConsultant.com (blog) - Ask Ed Slott: Dissecting a Complicated IRA; and Primary Beneficiary Woes
By Ed Slott This week, Ed examines a difficult IRA and also looks at how to handle primary beneficiaries. An 85 year old woman we'll call Agnes died in 2007 and left her IRA to her sister, Ruth. Agnes had already taken her 2007 RMD. ...

May 5, 2011
Financial-Planning.com (blog) - Ask Ed Slott: Dissecting a Complicated IRA; and Primary Beneficiary Woes
By Ed Slott This week, Ed examines a difficult IRA and also looks at how to handle primary beneficiaries. An 85 year old woman we'll call Agnes died in 2007 and left her IRA to her sister, Ruth. Agnes had already taken her 2007 RMD. ...

May 1, 2011
Financial-Planning.com - Not So Fast
By Ed Slott Just as 2010 may have been the year of the Roth conversion, 2011 may be the year of the Roth recharacterization. After clients visit their accountants and see the tax bill from their Roth conversions, many may get sticker shock and want

April 27, 2011
Financial-Planning.com (blog) - Ask Ed Slott: Explaining the Slap Transaction Doctrine
By Ed Slott With tax season behind us, advisors are looking for answers regarding IRAs and Ed Slott has some regarding rollovers and conversions, the slap transaction doctrine, and Gold IRAs. Over the last year, I have read a number of artic

April 19, 2011
Financial-Planning.com (blog) - Ask Ed Slott: How Can You Pass an IRA to Your Heirs?
By Ed Slott Investors and advisors are concerned about IRAs, especially when it comes to leaving these assets to heirs, and Ed Slott provides the answers. I understand that for an inherited IRA, assuming it is appropriately titled, the benef

April 18, 2011
InvestmentNews - Defining the 'professional' trader
Plus, the income is considered compensation, which means it can be used to make IRA, Roth IRA or other retirement plan contributions. Ed Slott, a certified public accountant, created The IRA Leadership Program and Ed Slott's Elite IRA Ad

April 11, 2011
RIABiz - Edelman joins ranks of TV RIAs with PBS show that will reach 20 million
Financial expert Suze Orman gives tips for getting people out of debt and Ed Slott provides more complicated advice on IRAs. "You can't find anyone in history that's done a TV show and built a big money management firm,"� he said.

April 11, 2011
Forbes (blog) - Edelman Joins Ranks Of TV RIAs With PBS Show That Will Reach 20 Million
Financial expert Suze Orman gives tips for getting people out of debt and Ed Slott provides more complicated advice on IRAs. "You can't find anyone in history that's done a TV show and built a big money management firm," he said.

April 11, 2011
Financial-Planning.com (blog) - Ask Ed Slott: Examining Roth IRAs, RMDs, and Tax Implications
By Ed Slott With advisors and investors focused on tax season, Ed Slott returns with some quick answers on Roth IRAs, required minimum distributions, and what all this means before (and after) April 18. Is Roth IRA's an All or Nothing Pr

April 9, 2011
The State - Avoid retirement-plan tax mistakes
First, immediately take what your 2010 RMD would have been, Ed Slott, editor of investment newsletter "Ed Slott's IRA Advisor,"� recently wrote on his website. Then, file Form 5329 with your 2010 tax return and attach a letter asking

April 9, 2011
Myrtle Beach Sun News - Four retirement plan tax mistakes to avoid
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of investment newsletter Ed Slott's IRA Advisor. "The very first thing you should do is immediately take what your 2010 Required Minimum Distributio

April 6, 2011
Bellingham Herald - Five retirement-plan tax mistakes to avoid
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of investment newsletter "Ed Slott's IRA Advisor." "The very first thing you should do is immediately take what your 2010 Required Minimum

April 4, 2011
The Republic - Five retirement-plan tax mistakes to avoid
Fortunately, there's a way to correct the mistake according to Ed Slott , editor of investment newsletter " Ed Slott's IRA Advisor." "The very first thing you should do is immediately take what your 2010 Required Minim

April 1, 2011
MarketWatch - 5 Retirement-Plan Tax Mistakes to Avoid
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of Ed Slott's IRA Advisor. "The very first thing you should do is immediately take what your 2010 Required Minimum Distribution would have been,"

March 31, 2011
Automated Trader - RETIRING: Five Retirement-Plan Tax Mistakes To Avoid
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of Ed Slott's IRA Advisor. "The very first thing you should do is immediately take what your 2010 Required Minimum Distribution would have been,"

March 31, 2011
NASDAQ - RETIRING: Five Retirement-Plan Tax Mistakes To Avoid
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of Ed Slott's IRA Advisor. "The very first thing you should do is immediately take what your 2010 Required Minimum Distribution would have been,"

March 30, 2011
MarketWatch - Five retirement-plan tax mistakes to avoid
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of Ed Slott's IRA Advisor. "The very first thing you should do is immediately take what your 2010 Required Minimum Distribution would have been," he

March 30, 2011
MarketWatch - Robert Powell
Fortunately, there's a way to correct the mistake according to Ed Slott, editor of Ed Slott's IRA Advisor. "The very first thing you should do is immediately take what your 2010 Required Minimum Distribution would have been," he

March 24, 2011
MarketWatch - A Roth 401(k) may be in your future
But unlike a traditional Roth IRA conversion, you're not allowed to undo, or recharacterize, a Roth 401(k) conversion if you change your mind, said Ed Slott, a certified public accountant and founder of IRAHelp.com. One disadvantage of a Roth 4

March 21, 2011
InvestmentNews - Reporting Roth IRA conversions
By Ed Slott Get ready for an avalanche of Form 8606 questions. The form, for non-deductible IRAs, is the one on which your clients will report their Roth conversions. Although this form has been around for years, this year it will be more popular t

March 19, 2011
Wall Street Journal - Is a Roth 401(k) Right for You?
But unlike a traditional Roth IRA conversion, you're not allowed to undo, or recharacterize, a Roth 401(k) conversion if you change your mind, says Ed Slott, a certified public accountant and founder of IRAHelp.com. One disadvantage of a Roth 4

March 17, 2011
Grand Forks Herald - Tax Relief Act: Four retirement moves to make
The rates for 2011 and 2012 will remain the same, but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, who edits a newsletter on IRA savings. "One key group of people who benefi

March 13, 2011
Albuquerque Express - Strategies for coping with latest changes in tax law
The rates for 2011 and 2012 will remain the same, but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, who edits a newsletter on IRA savings.

March 13, 2011
Daily Record (subscription) - Tax changes spur legal business
"There's a ton of work for good estate-planning attorneys,"� said Ed Slott, a CPA in Rockville Centre, NY The biggest change is to the estate tax, a moving target that has confounded advisors but has finally been resolved, if only for the next

March 11, 2011
Sun-Sentinel - Tax Relief Act: Four retirement moves to make now
The rates for 2011 and 2012 will remain the same, but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, who edits a newsletter on IRA savings. "One key group of people who benefi

March 11, 2011
Orlando Sentinel - Tax Relief Act: Four retirement tax moves to make now
The rates for 2011 and 2012 will remain the same, but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, who edits a newsletter on IRA savings. "One key group of people who benefi

March 9, 2011
PR-USA.net (press release) - Bestselling author reveals how to save millions with Roth IRA conversions ...
His books have been endorsed by prominent figures, including Charles Schwab, Jane Bryant Quinn, Larry King, Roger Ibbotson, Burton Malkiel, Natalie Choate, Ed Slott, and dozens of other financial professionals.

March 9, 2011
GoErie.com - Tax Relief Act: Four retirement moves to make
The rates for 2011 and 2012 will remain the same, but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, who edits a newsletter on IRA savings. "One key group of people who benefi

March 7, 2011
Joplin Globe - Tax Relief Act: Four retirement moves to make
The rates for 2011 and 2012 will remain the same, but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, who edits a newsletter on IRA savings. "One key group of people who benefit <

March 6, 2011
Orlando Sentinel - Patriot Bonds designed to mature at 20 years
A: I would go to irahelp.com and find an adviser trained by Ed Slott, an IRA expert. I would speak to someone who has specialized training to answer your question and review your situation. Have a question? E-mail us at askanexpert@orlandosentinel.

March 5, 2011
MarketWatch - Don't Forget Roth Forms
And that has led to some oversights involving tax and beneficiary forms, says Ed Slott, a certified public accountant in Rockville Centre, NY, and founder of IRAhelp.com. Investors must fill out Internal Revenue Service Form 8606, "Nondeductib

March 5, 2011
Wall Street Journal - Don't Forget Roth Forms
And that has led to some oversights involving tax and beneficiary forms, says Ed Slott, a certified public accountant in Rockville Centre, NY, and founder of IRAhelp.com. Investors must fill out Internal Revenue Service Form 8606, "Nondeductib

March 4, 2011
Newsday (subscription) - How to avoid paying tax on after-tax savings
To determine the tax-free portion of the 2004 distribution, divide $30000 by the total IRA balance at the end of 2003, says Ed Slott, a Rockville Centre tax accountant. If the Dec. 31, 2003, IRA balance was $100000, then 30 percent of your 2004

February 28, 2011
Financial-Planning.com - Gifts From Uncle Sam
IRA owners have two years to act on planning opportunities available under the 2010 Tax Act. By Ed Slott On Dec. 17, 2010, the President signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Tax Act) into

February 20, 2011
InvestmentNews - Your 2011 Roth IRA questions answered
By Ed Slott Last year, many financial advisers worked with clients to implement Roth conversions. Now that we are beginning tax season, advisers should be ready for some new tax-related questions about 2010 and 2011 Roth individual retirement accou

February 14, 2011
Financial Feed - Separate Check Payment for IRA Fees Means Saving
The ruling gave Roth IRA holders opportunities said IRA expert and newsletter editor Ed Slott. A check written to a financial manager outside funds may be ...

February 13, 2011
Bankrate.com - Save by managing IRA fees
On top of that, Ed Slott, editor of the newsletter Ed Slott's IRA Advisor, says potentially, you can deduct that $15000 in fees as a miscellaneous expense ...

February 13, 2011
MarketWatch - Tax Relief Act: Four retirement moves to make
... but the brackets themselves are slightly higher due to the built-in inflation adjustments, according to Ed Slott, CPA, editor of Ed Slott's IRA Advisor. ...

February 11, 2011
Reuters Blogs (blog) - Write a separate check for IRA fees, save big
That presents planning opportunities that are especially potent for Roth IRA holders, says Ed Slott, an IRA expert and editor of Ed Slott's IRA Advisor, ...

February 11, 2011
NBC New York - New York Drivers Face Tougher Penalty for Driving and Using Cell Phone
... Jr. "We join the city and state in encouraging motorists to drive safely." "However, what we are concerned about is the city and state's utilization of the law to raise revenue," said Jeffrey Levine, a traffic att

February 10, 2011
New York Times - Answers to Your Tax Questions
Ed Slott, a leading authority on retirement plans who runs the website www.irahelp.com, said people in this hybrid situation must take the required ...

February 10, 2011
New York Times - Answers to Your Tax Questions
Ed Slott, a leading authority on retirement plans who runs the website www.irahelp.com, said people in this hybrid situation must take the required ...

January 28, 2011
Financial-Planning.com - Investing for Retirement
Ed Slott, a CPA in Rockville Centre, NY, an IRA distribution expert, a professional speaker and author of several IRA books. Thomas Streiff, executive vice ...

January 25, 2011
San Francisco Chronicle - Tax credit is little used
"It's a beautiful thing," says Jeffrey Levine, a technical consultant with Ed Slott and Company. Even so, few people take advantage of it. ...

January 24, 2011
San Francisco Chronicle - Tax credit is little used by low-income filers
"It's a beautiful thing," says Jeffrey Levine, a technical consultant with Ed Slott and Company. Even so, few people take advantage of it. ...

January 23, 2011
InvestmentNews - A valuable late-year IRA extension
By Ed Slott The Tax Relief Act of 2010 includes an extension of the qualified-charitable-distribution provision retroactive from Jan. 1, 2010, through Dec. ...

January 2, 2011
InvestmentNews - The best counsel our advice columnists ever received
Specifically, I'm referring to Blaine Aikin, chief executive of Fiduciary360 LLC, who writes Fiduciary Corner; Ed Slott, creator of Ed Slott's Elite IRA ...

January 2, 2011
InvestmentNews - Tax cuts and Roth conversions
Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to help financial advisers and insurance ...

December 29, 2010
Financial-Planning.com - Q&A: Roth IRAs
By Ed Slott Last year, many advisors worked with clients to implement Roth conversions. But now that we're in the 2011 tax season, the questions about the ...

December 27, 2010
The Epoch Times - Retirement Plans: Roth IRA Conversions Are Interest-Free for Wealthy Due to ...
"It's the deal of the century,"� Ed Slott of irahelp.com told Bloomberg News. "It's like Congress is giving you an interest-free loan to build a tax-free ...

December 24, 2010
ThirdAge - Roth IRA Conversion Interest Free for Wealthy Americas
"It's the deal of the century,"� Ed Slott of irahelp.com told Bloomberg News. "It's like Congress is giving you an interest-free loan to build a tax-free ...

December 24, 2010
The Epoch Times - Roth IRA Conversions Are Interest-Free for Wealthy Due to New Tax Bill
"It's the deal of the century,"� Ed Slott of irahelp.com told Bloomberg News. "It's like Congress is giving you an interest-free loan to build a tax-free ...

December 24, 2010
Middle East North Africa Financial Network - Read any good retirement books lately?
James R. Slotnick, a retirement planning expert and attorney at Sun Life Financial, recommends The Retirement Savings Time Bomb by Ed Slott. ...

December 23, 2010
MarketWatch - Read any good retirement books lately?
James R. Slotnick, a retirement planning expert and attorney at Sun Life Financial, recommends The Retirement Savings Time Bomb by Ed Slott. ...

December 23, 2010
FutureOfCapitalism.com - Roth IRA Conversions
... according to Christine Fahlund, a senior financial planner at Baltimore-based T. Rowe Price Group Inc. "It's the deal of the century," said Ed Slott, ...

December 20, 2010
AdvisorOne - Tax Bill: Roth IRA Conversions Equivalent to 'Interest-Free Loans'
"It's the deal of the century,"� Ed Slott of irahelp.com told Bloomberg News. "It's like Congress is giving you an interest-free loan to build a tax-free ...

December 20, 2010
AdvisorOne - Roth IRA Conversions Equivalent to 'Interest-Free Loans'
"It's the deal of the century,"� Ed Slott of irahelp.com told Bloomberg News. "It's like Congress is giving you an interest-free loan to build a tax-free ...

December 19, 2010
Wall Street Journal - The Best In...
Ed Slott, an expert on these savings vehicles, is highlighting year-end advice about IRAs on his website. Take a moment and make sure you have your accounts ...

December 18, 2010
San Francisco Chronicle - Tax measure gives deal to rich Roth IRA converters
... a senior financial planner at T. Rowe Price Group Inc. "It's the deal of the century," said Ed Slott, a certified public accountant in Rockville Centre, ...

December 18, 2010
San Francisco Chronicle - M-rated video game sales jump in United States
Ed Slott, founder of website IRAHelp.com, on the implications of tax-freezing legislation passed by Congress last week. The law provides wealthy taxpayers ...

December 17, 2010
Bloomberg - Tax Passage Gives US Wealthy Interest-Free Loans for Roth IRA Transfers
... according to Christine Fahlund, a senior financial planner at Baltimore-based T. Rowe Price Group Inc. "It's the deal of the century,"� said Ed Slott, ...

December 16, 2010
PR-USA.net (press release) - David G. Spence Showcases Professional Brand through Cambridge Who's Who
An Ed Slott Elite IRA Advisor, he previously served as the president of the Northern Chapter of the Virginia Society of Certified Public Accountants. ...

December 15, 2010
Smartmoney.com (blog) - Your IRA Conversion Questions Answered
Ed Slott: Yes, you can each make separate elections because each spouse's IRA is his or her own account. Each spouse would file an individual Internal ...

December 15, 2010
Smartmoney.com (blog) - Your IRA Conversion Questions Answered
Ed Slott: Yes, you can each make separate elections because each spouse's IRA is his or her own account. Each spouse would file an individual Internal ...

December 15, 2010
24-7PressRelease.com (press release) - David G. Spence Showcases Professional Brand through Cambridge Who's Who
An Ed Slott Elite IRA Advisor, he previously served as the president of the Northern Chapter of the Virginia Society of Certified Public Accountants. ...

December 8, 2010
Smartmoney.com - Tax Package Makes IRA Conversions Easier
Because the money in a traditional IRA has never been taxed as income, the taxes can be formidable on a large conversion, says IRA expert Ed Slott. ...

December 5, 2010
Lansing State Journal - Check off IRA tasks before the year ends
... or older this year, as well as at inherited IRAs, employer plans and Roth IRAs," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Co. ...

December 3, 2010
Financial-Planning.com - IRA-Holders Still Undecided About Switching to Roths
If a client does not have enough non-IRA funds to pay the tax on a Roth conversion, the conversion generally won't be worth it,” says tax advisor Ed Slott. ...

November 30, 2010
Wall Street Journal - Getting Around Roth IRA Limitations
According to IRA expert Ed Slott, the couple can make one useful move. Each partner can open a non-deductible IRA and put in up to $5000 of cash (plus an ...

November 25, 2010
Chicago Tribune - Roth IRA could be a good place to hold dividends
"You can't beat a zero percent tax rate," notes Ed Slott, an accountant and author of several books on IRAs. "Even if the dividend rate stays low, ...

November 23, 2010
Market Press Release (press release) - Roth Revolution: Pay Taxes Once and Never Again
Eminent IRA experts such as Ed Slott, Natalie Choate, Bob Keebler, Gary Picker and John Bledsoe also agree with Lange in believing the worth of converting ...

November 23, 2010
U.S. News & World Report - Consider Converting to a Roth
It's "perfect for estate planning," says financial adviser and IRA expert Ed Slott of Rockville Centre, NY Your beneficiaries can receive tax-free ...

November 23, 2010
Wall Street Journal (blog) - The Good Leads
(Registered Rep) Ed Slott's Year-End IRA Checklist, a handy tool for your practice. (Investment News) 78% of Boomers fear they will not be able to retire ...

November 21, 2010
InvestmentNews - A year-end checklist for IRAs
Ed Slott, a certified public accountant, created The IRA Leadership Program and Ed Slott's Elite IRA Advisor Group He can be reached at irahelp.com.

November 18, 2010
Investorplace.com - Is a 'Stretch' IRA Right For You?
Here are five guidelines that highlight common mistakes to avoid, according to Ed Slott, a CPA and nationally-recognized authority on IRA distributions. ...

November 9, 2010
EVLiving - Bestselling Author Reveals How to Save With Roth IRA Conversions
... Jane Bryant Quinn, Larry King, Roger Ibbotson, Burton Malkiel, Natalie Choate, Ed Slott, and dozens of other financial professionals.

November 4, 2010
Chicago Tribune - Don't be hasty when it comes to IRA conversion
Once you recharacterize, though, you can't convert back to a Roth in the same year, so choose carefully, said Ed Slott, an accountant who specializes in ...

November 2, 2010
FOX43.com - Good year to convert SEP IRA to a Roth
You have until Oct. 15, 2011, said IRA expert and certified public accountant Ed Slott. See taxes at tinyurl.com/2awe2sd. Do not use money from the SEP to ...

October 28, 2010
Financial-Planning.com - Our New Look
... our Practice, Client and Portfolio sections, with contributions from experts, including Ed Slott, Craig Israelsen, Don Trone and more. ...

October 28, 2010
Financial-Planning.com - Just Do It
By Ed Slott Many clients are still sitting precariously on the fence, trying to decide whether a 2010 Roth conversion makes sense. As the year winds down, ...

October 28, 2010
Chicago Tribune - Unclear tax picture calls for a contingency plan
You have until Oct. 15, 2011, to change your mind, unwind the Roth and go back to the IRA, said Ed Slott, a certified public accountant and founder of ...

October 24, 2010
Wall Street Journal - Compulsory Cash
Here, Ed Slott, an IRA consultant in Rockville Centre, NY, provides answers to some of the most commonly asked questions about required distributions in ...

October 24, 2010
InvestmentNews - Law creates more options for Roth rollovers
By Ed Slott The Small Business Jobs Act of 2010 includes a provision that allows certain 401(k) and 403(b) participants to convert their plan funds to a ...

October 24, 2010
Wall Street Journal - Required Withdrawals From IRAs: What You Need to Know
Here, Ed Slott, an IRA consultant in Rockville Centre, NY, provides answers to some of the most commonly asked questions about required distributions in ...

October 20, 2010
The Salem News - Business Briefcase
Thomas Riquier, president of The Retirement Financial Center in Danvers, recently completed another level of Ed Slott's Master Elite IRA Advisor Group ...

October 19, 2010
The Upshot - 5 Retirement Tax Deadlines to Plan For
"The money doesn't necessarily have to go in the Roth in 2010, but you need to convert it within 60 days of the withdrawal," says IRA expert Ed Slott, ...

October 18, 2010
San Francisco Chronicle - COLAs vary for retired public workers
... their money for any reason, but they will still owe the penalty unless they were at least 55 when they left the employer, says IRA expert Ed Slott. ...

October 11, 2010
Philadelphia Inquirer - New rush to Roths for tax rates, 2010-only benefit
"Anyone with a significant balance in an IRA should at least evaluate a Roth conversion before the year ends," says Ed Slott, a Rockville Centre, NY, ...

October 10, 2010
OregonLive.com - Taxpayers ponder switch to Roth IRAs for tax rates, 2010-only benefit
"Anyone with a significant balance in an IRA should at least evaluate a Roth conversion before the year ends," says Ed Slott, a Rockville Centre, NY, ...

October 10, 2010
Pittsburgh Tribune-Review - Attend to IRA chores before it is too late
... 1/2 or older this year, as well as inherited IRAs, employer plans and Roth IRAs," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Co. ...

October 9, 2010
St. Louis Post-Dispatch - IRA switch to Roth can pay off
"Anyone with a significant balance in an IRA should at least evaluate a Roth conversion before the year ends," says Ed Slott, an accountant and publisher of ...

October 8, 2010
CNBC - New rush to Roths for tax rates, 2010-only benefit
"Anyone with a significant balance in an IRA should at least evaluate a Roth conversion before the year ends," says Ed Slott, a Rockville Centre, NY, ...

October 8, 2010
MSN Money - New rush to Roths for tax rates, 2010-only benefit
"Anyone with a significant balance in an IRA should at least evaluate a Roth conversion before the year ends," says Ed Slott, a Rockville Centre, NY, ...

October 6, 2010
U.S. News & World Report - 10 Reasons to Open a Roth IRA
"Young people should go for a Roth IRA and allow it to grow for 30 or 40 years," says IRA expert Ed Slott, founder of irahelp.com and author of Stay Rich ...

October 3, 2010
Waterbury Republican American - Key piece of retirement puzzle needs attention before end of this year
... or older this year, as well as at inherited IRAs, employer plans and Roth IRAs," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Co. ...

September 28, 2010
Financial Advisor Magazine - Ten IRA Tasks To Do Before The Year Ends
... as well as at inherited IRAs, employer plans and Roth IRAs," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Company. ...

September 28, 2010
Financial-Planning.com - What's Next for Diversity
... CEO and founder of the Financial Assurance Corp. in Washington, DC and the only African American member of Ed Slott's Master Elite Advisors Group. ...

September 26, 2010
InvestmentNews - Dangers in using IRAs for business startups
By Ed Slott When the Internal Revenue Service names a transaction “Robs,” that can't be good. The acronym tells us how unfavorably the IRS views these ...

September 25, 2010
The Herald Bulletin - Big Joe Clark: What is most important for you?
As my friend Ed Slott of IRAhelp.com would say: “It does no good to win the first three quarters of the football game and lose in the fourth quarter. ...

September 23, 2010
MarketWatch - 10 IRA tasks to do before the year ends
... as well as at inherited IRAs, employer plans and Roth IRAs,” said Beverly DeVeny, an IRA technical consultant with Ed Slott and Company. ...

September 10, 2010
Maryland Gazette - Business Digest
Contact: www.chesapeaketech.org TUESDAY - Ed Slott, author and creator of the public television special "Stay Rich Forever and Ever" with Ed Slott, ...

September 8, 2010
MarketWatch - Eight ways to fix the U.S. retirement crisis
A recent issue of Ed Slott's IRA Advisor detailed some of the confusion, noting the maximum dollar amount you can contribute to an employer-sponsored plan ...

September 8, 2010
MarketWatch - Eight ways to fix the US retirement crisis
A recent issue of Ed Slott's IRA Advisor detailed some of the confusion, noting the maximum dollar amount you can contribute to an employer-sponsored plan ...

September 3, 2010
Wall Street Journal - Family Value: Is It Still Safe to Make Charitable Contributions From Your IRA?
... would owe only tax for the amount converted to a Roth, says Ed Slott, an IRA consultant in Rockville Centre, NY • Getting more money into Roth accounts. ...

September 2, 2010
American Chronicle - Don't automatically roll over 401(k)
An opposing point of view comes from Ed Slott, a CPA and author of "The Retirement Savings Time Bomb - and How to Defuse It." But, he admits, there are some ...

September 2, 2010
Motley Fool - Jump on This Wealth-Making Move Now
... Robert's comprehensive coverage of Roth IRA conversions -- including an interview with IRA guru Ed Slott -- in the new issue of Rule Your Retirement. ...

September 1, 2010
Tulsa World - Keeping ex-employer's 401(k) plan can be beneficial
An opposing point of view comes from Ed Slott, a CPA and author of "The Retirement Savings Time Bomb - and How to Defuse It." But, he admits, there are some ...

September 1, 2010
Trading Markets (press release) - Tulsa World, Okla., Phil Mulkins column
An opposing point of view comes from Ed Slott, a CPA and author of "The Retirement Savings Time Bomb -- and How to Defuse It." But, he admits, ...

August 29, 2010
InvestmentNews - Avoiding Roth recharacterization traps
By Ed Slott The Roth recharacterization provides one of the few second chances in the tax code. In essence, it's a do-over. The provision allows you to undo ...

August 26, 2010
Financial-Planning.com - Starting Over
By Ed Slott Roth recharacterizations provide one of the few second chances in the tax code. In essence, it's a do-over, a chance to start anew. ...

August 22, 2010
Power Line (blog) - The geezer vote -- are the Democrats barking up the wrong tree?
Instead of the normal fare -- a show devoted to doo-wop or British invasion music -- this program featured a guy named Ed Slott who was explaining how to ...

August 18, 2010
Financial Advisor Magazine - What Experts Are Doing With Their Own Roth IRAs
So we asked CPAs Ed Slott and Robert Keebler, and attorneys Seymour Goldberg and Natalie Choate what they are doing with their own accounts. ...

August 13, 2010
Wall Street Journal - What the Experts Are Doing With Their Own Roth IRAs
So we asked CPAs Ed Slott and Robert Keebler, and attorneys Seymour Goldberg and Natalie Choate what they are doing with their own accounts. ...

August 13, 2010
Wall Street Journal - Tax Report: How the Experts Are Handling Their Own Roth IRA Conversions
So we asked CPAs Ed Slott and Robert Keebler, and attorneys Seymour Goldberg and Natalie Choate what they are doing with their own accounts. ...

August 12, 2010
Patch - Local CPA Helps 'Lower Your Taxes Forever'
By Anthony Bottan | Email the author | 10:00am Ed Slott, a certified public accountant in Rockville Centre, is tired of seeing financial advisors mismanage ...

August 11, 2010
PR Web (press release) - Acclaimed Author And Financial Expert Ed Slott To Speak In Linthicum, MD on ...
Financial expert, Ed Slott is coming to Maryland. This event is hosted by Retirement Planning Services and is free and open to the public. ...

August 10, 2010
Bankrate.com - 6 reasons not to roll over your 401(k)
CPA Ed Slott believes that IRAs offer "more choice, more control" for consumers than company-sponsored 401(k) plans. "In most cases, a rollover is better," ...

July 25, 2010
InvestmentNews - Turn lemons into Roth conversion cash
Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to help financial advisers and insurance ...

July 24, 2010
San Jose Mercury News - Proposed automatic IRAs draw mixed reaction
Ed Slott, a speaker and author on IRAs who has done shows on public television and has a Web site called www.ira help.com, said he understands that many ...

July 22, 2010
SunHerald.com (press release) - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
MILLERSVILLE, Md., July 22 -- /PRNewswire/ -- Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with ...

July 22, 2010
Virtual Press Office (press release) - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
MILLERSVILLE, Md., July 22 /PRNewswire/ -- Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with Ed ...

July 22, 2010
Sacramento Bee - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
By Retirement Planning Services, Inc. MILLERSVILLE, Md., July 22 -- /PRNewswire/ -- Ed Slott, author and creator of the nationally aired public television ...

July 22, 2010
Earthtimes - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
MILLERSVILLE, Md., July 22 /PRNewswire/ -- Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with Ed ...

July 22, 2010
PR Newswire (press release) - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
MILLERSVILLE, Md., July 22 /PRNewswire/ -- Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with Ed ...

July 22, 2010
eReleases (press release) - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
MILLERSVILLE, Md., July 22, 2010 — Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with Ed Slott, ...

July 22, 2010
SEO Press Releases™ (press release) - Acclaimed Author and Financial Expert Ed Slott to Speak in Linthicum, MD on ...
Millersville, MD, July 22, 2010 — Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with Ed Slott, ...

July 19, 2010
Modesto Bee - Proposed automatic IRAs draw mixed reaction
Ed Slott, a speaker and author on IRAs who has done shows on public television and has a Web site called www.irahelp.com, said he understands that many ...

July 18, 2010
Detroit Free Press - Automatic IRA to help people save
Ed Slott, a speaker and author on IRAs who has done shows on public television and has a Web site called www.irahelp.com, said he understands that many ...

July 17, 2010
Minneapolis Star Tribune - Dump old financial records? Not so fast
I learned this from a conversation with Ed Slott, the irrepressible accountant and IRA-expert based in Long Island. I was interviewing him several years ago ...

July 4, 2010
AUTO-MOBI.info (press release) - Securities America National Conference Draws Record Attendance
Other general session speakers included retirement expert Ed Slott, social security and tax reform expert Kathryn Capage and best-selling author Andy ...

July 1, 2010
PR Newswire (press release) - Securities America National Conference Draws Record Attendance
Other general session speakers included retirement expert Ed Slott, social security and tax reform expert Kathryn Capage and best-selling author Andy ...

June 27, 2010
InvestmentNews - Avoiding a big Roth conversion mistake
By Ed Slott There is a downside to a Roth IRA conversion. Whether clients pay tax for 2010 or spread the tax burden between 2011 and 2012, they'll still owe ...

June 24, 2010
Financial-Planning.com - Strange Bedfellows
By Ed Slott Like most of the country, you likely were caught up in the riveting political theater earlier this year over healthcare reform. ...

June 24, 2010
Financial-Planning.com - Editor's Letter
This month, Ed Slott explains what that means to IRA withdrawals on page 65. JUNE: In "Bargain Hunter," we gave the wrong date for Charles de Vaulx's start ...

June 21, 2010
Smartmoney.com - Is a Roth IRA Safe From Taxes?
But dozens of less-convinced readers have asked Tax Report about Congress's intentions, and well-known IRA expert Ed Slott says he hears it from consumers ...

June 18, 2010
Wall Street Journal - Tax Report: Is a Roth IRA Safe From Taxes?
But dozens of less-convinced readers have asked Tax Report about Congress's intentions, and well-known IRA expert Ed Slott says he hears it from consumers ...

June 18, 2010
Wall Street Journal - Is a Roth IRA Safe From Taxes?
But dozens of less-convinced readers have asked Tax Report about Congress's intentions, and well-known IRA expert Ed Slott says he hears it from consumers ...

June 6, 2010
InvestmentNews - Having the conversion conversation
By Ed Slott Although the Roth conversion isn't for everyone, financial advisers must have the conversion conversation with every client who qualifies. ...

May 20, 2010
Toledo Free Press - Leave a legacy and spend it, too
The IRA guru Ed Slott, who has written several books on the subject, calls the retirement account the “tax ticking time bomb.” This tax time bomb is going ...

May 19, 2010
24-7PressRelease.com (press release) - Securities America To Welcome Expanding Advisor Force to June 2010 National
On Sunday, June 6, retirement income distribution guru Ed Slott will talk about sophisticated financial planning issues. In the second half of Sunday's ...

May 18, 2010
eReleases (press release) - Securities America to Welcome Expanding Advisor Force to June 2010 National ...
On Sunday, June 6, retirement income distribution guru Ed Slott will talk about sophisticated financial planning issues. In the second half of Sunday's ...

May 18, 2010
PR Newswire (press release) - Securities America to Welcome Expanding Advisor Force to June 2010 National ...
On Sunday, June 6, retirement income distribution guru Ed Slott will talk about sophisticated financial planning issues. In the second half of Sunday's ...

May 14, 2010
Wall Street Journal - Picking Out Tax Treatments
You and your wife should be able to do this whether you file jointly or separately, says Ed Slott, an accountant in Rockville Centre, NY, who specializes in ...

May 12, 2010
Annapolis Capital - Author and financial expert Ed Slott to speak at AACC
Ed Slott, author and creator of the nationally aired public television special Stay Rich Forever and Ever with Ed Slott, will host a free financial seminar ...

May 10, 2010
Smartmoney.com - Writing Off Grandma, Roth IRA Moves, More
Still, a spouse's IRAs aren't included in the calculation, says IRA specialist Ed Slott. So if a spouse has no other traditional IRAs, ...

May 8, 2010
Maryland Gazette - Business Digest
May 15 - Ed Slott, author and creator of the nationally aired public television special "Stay Rich Forever and Ever with Ed Slott," will host a free ...

May 3, 2010
Wall Street Journal (blog) - A Case Of Murder And Retirement Money
Ed Slott, an IRA expert who has written books and lectured on the topic, is using the recent example in classes he teaches to advisers to point up the ...

April 29, 2010
Financial-Planning.com - They're Baack!
By Ed Slott Required minimum distributions (RMDs) are back in 2010. The Worker, Retiree and Employment Recovery Act (WRERA) of 2008 temporarily suspended ...

April 25, 2010
InvestmentNews - Roth conversions can ease new tax
By Ed Slott The revenue-raising provision of the new health care law most likely to affect your clients is a 3.8% levy on investment income. ...

April 20, 2010
Bankrate.com - Should you do a Roth IRA conversion?
Ed Slott calls doing a Roth conversion a "risk-free opportunity," because if you're not happy with the conversion down the road for whatever reason -- for ...

April 16, 2010
Insurance News Net (press release) - Keeping Your Nest Egg Intact After a Layoff
"If you roll over the stock to an IRA, the deal is off forever," says IRA expert Ed Slott, author of Stay Rich for Life! Growing & Protecting Your Money in ...

April 15, 2010
U.S. News & World Report - How to Keep Your Nest Egg Intact After a Layoff
"Have the check made out to the institution where it is going instead of the check being made out to you," says IRA expert Ed Slott, founder of irahelp.com ...

April 7, 2010
MarketWatch - Avoid these Roth IRA conversion mistakes
Many custodians are reluctant to do conversions of employer plan assets, said Beverly DeVeny, an IRA technical consultant at Ed Slott and Company. ...

April 5, 2010
InvestmentNews - The debate goes on: To roth or not to roth?
Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper. ...

April 4, 2010
InvestmentNews - What can't be converted to a Roth
By Ed Slott Unfortunately, many individuals are getting confused. They think that just because income restrictions have been lifted and anyone can convert ...

March 28, 2010
Stockton Record - Bad advice continues for Roth IRA conversions
"It's absolutely not true," said Ed Slott, a certified public accountant in Rockville Centre, NY, who publishes a monthly "IRA Advisor" newsletter for ...

March 20, 2010
DailyFinance - Will a Roth IRA Conversion Boost Your Nest Egg?
... because then their kids or grandkids can have the money tax-free," explains Ed Slott, an IRA expert and founder of IRAhelp.com. ...

March 20, 2010
Financial News USA (press release) - Investment Manager Goes Down The Totem Pole To Find Market
Bankrate.com spoke with IRA expert Ed Slott about some of the traps taxpayers might not be aware of -- and the dangers associated with them.Trap No. ...

March 19, 2010
Sarasota Herald-Tribune - Bad advice abounds on IRAs versus Roth IRAs
"It's absolutely not true," said Ed Slott, a certified public accountant in Rockville Centre, NY, who publishes a monthly "IRA Advisor" newsletter for ...

March 18, 2010
Chicago Tribune - Bad advice abounds on Roth IRA conversions
"It's absolutely not true," said Ed Slott, a certified public accountant who publishes the monthly IRA Advisor newsletter for financial professionals ...

March 16, 2010
Bankrate.com - 8 IRA conversion traps to avoid when you convert to a Roth IRA
Bankrate.com spoke with IRA expert Ed Slott about some of the traps taxpayers might not be aware of -- and the dangers associated with them. ...

March 16, 2010
Sun-Sentinel - Q&A: Tax questions answered
And depending upon your age, you could also owe a 10 percent penalty, said Ed Slott , an IRA expert.. The exceptions: If you have an IRA and you're younger ...

March 12, 2010
The Star-Ledger - NJ.com - IRA conversion may affect financial aid award
... income If you plan to apply for financial aid in the next few years, you may want to time your Roth conversion carefully, warns IRA expert Ed Slott. ...

March 9, 2010
Bankrate.com - How to bequeath your retirement savings to beneficiaries
But according to nationally renowned IRA expert Ed Slott, people often fill in a name and years later can barely remember the choice they made. ...

March 8, 2010
Winona Daily News - Personal finance series this month on Mondays
On March 15, the topic is "A Common Sense Guide to Personal Finance: Stay Rich for Ever and Ever," a video presentation by author Ed Slott. ...

March 6, 2010
Washington Post - Converting IRA to a Roth could affect college financial aid
If you plan to apply for financial aid in the next few years, you might want to time your Roth conversion carefully, IRA expert Ed Slott warns. ...

March 3, 2010
New York Times - For Shift to Roth I.R.A., Know the Pitfalls to Avoid
Most errors (like accidental deposits into a checking account) can be fixed if you catch them within 60 days, said Ed Slott, a certified public accountant ...

February 28, 2010
InvestmentNews - Check those beneficiary forms
By Ed Slott The beneficiary form is the single most important estate-planning document of individual retirement accounts and Roth IRAs, determining the ...

February 24, 2010
Financial-Planning.com - Not So Fast
By Ed Slott The Roth IRA conversion floodgates are open. But while the attraction of "tax-free forever" can be powerful, Roth conversions can trigger ...

February 18, 2010
Hometownlife.com - Firm helps clients navigate choppy investment waters
At F&PA, we have partnered with world-renowned experts, such as Harry S. Dent Jr., America's leading demographic economist, and Ed Slott, America's IRA ...

February 12, 2010
Kansas City Star - Costly mistakes lurk for those who incorrectly convert IRA into a Roth
... but the number one mistake to avoid is to not do a conversion at all,” said Beverly DeVeny, an IRA technical consultant with Ed Slott and Co. LLC. ...

February 8, 2010
kypost.com - Could A Roth IRA Be Right?
"Once you take the tax hit, you never have to withdraw in your lifetime and it can just build" tax-free for your heirs, says IRA expert Ed Slott. ...

February 4, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 8
Ed Slott, an expert on IRA's, is answering your questions about converting to a Roth IRA He is no longer accepting new questions. ...

February 3, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 7
Ed Slott, an expert on IRA's, is answering your questions about converting to a Roth IRA He is no longer accepting new questions. ...

February 3, 2010
San Francisco Chronicle - Ins and outs of Roth IRA conversion
IRA expert Ed Slott says it's like putting cream in your coffee. "Once you mix it up, every drop is a percentage cream and a percentage coffee. ...

January 31, 2010
InvestmentNews - Tax traps of non-deductible IRA conversion
By Ed Slott By now, most financial advisers know that when you have after-tax money in an individual retirement account, you can't just convert those funds ...

January 27, 2010
BankInvestmentConsultant.com - When a Roth Makes Sense
By Ed Slott This year rings in a new era for Roth IRAs. In 2010, anyone with an eligible rollover distribution from a company plan or IRA can convert that ...

January 25, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 6
Ed Slott, an expert on IRA's, is answering your questions about converting to a Roth IRA He is no longer accepting new questions, though. ...

January 25, 2010
San Francisco Chronicle - Examining the impact of Obama's plans
IRA expert Ed Slott worries the plan could put an undue burden on small employers at a time when the administration is trying to encourage them to hire more ...

January 25, 2010
MarketWatch - Three smart, simple steps to a more financially secure retirement
"I did it," said Ed Slott, a tax specialist and founder of IRAhelp.com. "Now this money is going to grow for me tax-free forever. ...

January 25, 2010
Philadelphia Inquirer - 12 traps to avoid when converting to a Roth IRA
... the mounds of 2010 Roth conversion information that currently dominates the media," Ed Slott wrote recently in his newsletter, "Ed Slott's IRA Advisor. ...

January 24, 2010
Middle East North Africa Financial Network - Simple steps to a more secure retirement
"I did it," said Ed Slott, a tax specialist and founder of IRAhelp.com. "Now this money is going to grow for me tax-free forever. ...

January 24, 2010
MarketWatch - Simple steps to a more secure retirement
"I did it," said Ed Slott, a tax specialist and founder of IRAhelp.com. "Now this money is going to grow for me tax-free forever. ...

January 21, 2010
MarketWatch - 12 traps to avoid when converting to a Roth IRA
... the mounds of 2010 Roth conversion information that currently dominates the media," Ed Slott wrote recently in his newsletter, "Ed Slott's IRA Advisor. ...

January 21, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 5
Ed Slott, an expert on IRA's, is answering your questions about converting to a Roth IRA He is no longer accepting new questions though. ...

January 20, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 4
Mr. Slott is a professional speaker and author of the monthly newsletter Ed Slott's IRA Advisor and a number of books about saving for retirement. ...

January 20, 2010
MarketWatch - Robert Powell
... the mounds of 2010 Roth conversion information that currently dominates the media," Ed Slott wrote recently in his newsletter, "Ed Slott's IRA Advisor. ...

January 20, 2010
MarketWatch - 12 traps to avoid when converting to a Roth
... the mounds of 2010 Roth conversion information that currently dominates the media," Ed Slott wrote recently in his newsletter, "Ed Slott's IRA Advisor. ...

January 19, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 3
Ed Slott, an expert on IRA's, is answering your questions about converting to a Roth IRA He is no longer taking new questions. Mr. Slott is a professional ...

January 16, 2010
San Francisco Chronicle - Help for deciding whether to switch IRA to Roth
"Once you take the tax hit, you never have to withdraw in your lifetime and it can just build" tax free for your heirs, says IRA expert Ed Slott. ...

January 11, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 2
Mr. Slott is a professional speaker and author of the monthly newsletter Ed Slott's IRA Advisor and a number of books about saving for retirement. ...

January 11, 2010
Sun-Sentinel - Roth it right: Six mistakes to avoid when converting to a Roth IRA
1 mistake to avoid is to not do a conversion at all," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Co. LLC. "Why would you not want to ...

January 8, 2010
New York Times (blog) - Answers About Roth IRA Conversions: Part 1
Mr. Slott is a professional speaker and author of the monthly newsletter Ed Slott's IRA Adviser and a number of books about saving for retirement. ...

January 6, 2010
CBS MoneyWatch.com - Roth IRA: Should You Convert?
But retirement adviser Ed Slott, who calls his group of advisers “America's IRA Experts,” thinks many more than just the very wealthy would benefit from ...

January 4, 2010
Philadelphia Inquirer - Roth it right: Six mistakes to avoid when converting to a Roth IRA
1 mistake to avoid is to not do a conversion at all," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Co. LLC. "Why would you not want to ...

January 3, 2010
Chicago Tribune - Converting IRA to Roths -- plural -- can save you money
And by segregating the money into separate accounts, you can pick and choose the assets to recharacterize, said Ed Slott, an accountant, author and frequent ...

January 3, 2010
InvestmentNews - Roth IRA can affect homebuyer credit
By Ed Slott The latest version of the tax credit for first-time homebuyers has two new features that may make the credit more widely available, ...

January 2, 2010
OregonLive.com (blog) - Turn your nest egg into a Roth?
"If you need the money, you shouldn't go broke converting," says Ed Slott, publisher of a newsletter and books on IRAs and a big proponent of conversions. ...

December 30, 2009
Middle East North Africa Financial Network - Avoid these Roth IRA conversion mistakes
... but the number one mistake to avoid is to not do a conversion at all," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Company, LLC. ...

December 30, 2009
MarketWatch - Avoid these Roth IRA conversion mistakes
... but the number one mistake to avoid is to not do a conversion at all," said Beverly DeVeny, an IRA technical consultant with Ed Slott and Company, LLC. ...

December 29, 2009
New York Times (blog) - Taking Questions on Roth IRA Conversions
Mr. Slott is a professional speaker and author of the monthly newsletter Ed Slott's IRA Advisor and a number of books about saving for retirement. ...

December 27, 2009
Financial-Planning.com - The Year of the Roth
By Ed Slott This year rings in a new erafor roth IRAs. In 2010, anyone with an eligible rollover distribution from a company plan or IRA can convert that ...

December 19, 2009
Wall Street Journal - Roths: Your Questions, Our Answers
If you are still working for the company that sponsors your 401(k), ask whether the plan allows "in service" distributions, says Ed Slott, an IRA consultant ...

December 15, 2009
InvestmentNews - Roth conversion tools: Free resources
Beverly Deveny, an IRA technical consultant with E. Slott & Co. LLP of Rockville Centre, NY, said that it is this flexibility that keeps her using the ...

December 11, 2009
Wall Street Journal - Why It May Pay To Convert to a Roth IRA
"But if you take $100000 out of your IRA and you only roll $80000 into a Roth, you only have $80000 to recharacterize, not the whole thing," says Ed Slott, ...

December 5, 2009
Wall Street Journal - Get Ready for 2010 the Year of the Roth IRA
... future tax rates or if the value of your IRA account is temporarily depressed, says Ed Slott, an IRA consultant in Rockville Centre, NY In either case, ...

November 30, 2009
Wisconsin Law Journal - Income limits on Roth IRAs set to end
Ed Slott, a CPA in Rockville Centre, NY, who publishes Ed Slott's IRA Advisor, said he plans to convert all of his savings to a Roth IRA. ...

November 28, 2009
Arizona Republic - Converting to Roth IRA has pitfalls
National IRA expert Ed Slott, speaking in Phoenix, said he didn't think this was a significant risk, but didn't dismiss it entirely. ...

November 24, 2009
Financial-Planning.com - When to Roth
... the best minds in the industry� from Michael Kitces, director of financial planning for Pinnacle Advisory Group, to IRA distribution expert Ed Slott. ...

November 22, 2009
InvestmentNews - Time for a year-end IRA checkup
By Ed Slott In 2009, not everyone will qualify for a Roth conversion. If a client's modified adjusted gross income exceeds $100000, or they are married ...

November 21, 2009
Arizona Republic - Designate beneficiary on accounts
"Checking beneficiary forms is the most important service you can do (for clients), and it's simple," national IRA expert Ed Slott told a group of tax and ...

November 15, 2009
Rochester Democrat and Chronicle - Avoid costly mistake if leaving your job
... or employee benefit department about your rollover before transferring any money," said Beverly DeVeny, the IRA technical consultant at Ed Slott and Co. ...

November 10, 2009
Wall Street Journal - GETTING PERSONAL: Roths As Tools For Wealth Transfer
In fact, "there's all kinds of math to do on this, and it can still pay in your 50s and 60s," says Ed Slott, an IRA expert and author of several books on ...

November 9, 2009
istockAnalyst.com (press release) - Roth IRA Conversions 2009-2010
Ed Slott, the IRA expert, calls this betting on the horserace after it's over. Let's suppose you want to put gold coins into your new Roth IRA because they ...

November 7, 2009
Arizona Republic - Roth IRA conversion has perks
"You can undo it for any reason," said Ed Slott, a national IRA expert, during a seminar in Phoenix on Thursday. "That's a pretty good deal. ...

November 6, 2009
Wall Street Journal - Nuts and Bolts of Five-Year Rule on Roth IRAs
... then from conversions, and finally from earnings, says Ed Slott, an IRA consultant in Rockville Centre, NY Rules are spelled out in IRS Publication 590, ...

November 2, 2009
Financial-Planning.com - Giving It Back
By Ed Slott As I discussed in my last column, the Worker, Retiree and Employer Recovery Act of 2008 (WRERA) signed into law on Dec. ...

October 30, 2009
Wall Street Journal - Beware of Limits When Returning Distributions
You also could try a two-step approach, suggests Ed Slott, an IRA consultant in Rockville Centre, NY: First, put the money you withdrew from your ...

October 25, 2009
InvestmentNews - New ruling reopens window for taxpayers
By Ed Slott The suspension of 2009 required-minimum distributions from retirement plans and IRAs was enacted as part of the Worker, Retiree and Employer ...

October 24, 2009
Wall Street Journal - Return Your IRA, 401(k) Distribution
This allows you to move the money back into a traditional IRA, without paying income tax, says Ed Slott, an IRA consultant in Rockville Centre, ...

October 24, 2009
CharlotteObserver.com - Roth IRA door opening just a little to wealthy
(Some employers allow their older employees to convert a current 401(k) to a Roth, says Ed Slott, an IRA expert in Rockville Centre, NY But you need to ask ...

October 21, 2009
Marketplace (blog) - Rollover IRA
"It's great anytime you can take control of your money and take it out of your company plan," says Ed Slott, head of his eponymous company and a leading IRA ...

October 18, 2009
Baltimore Sun - Roth IRAs open to wealthier Americans in 2010
(Some employers allow their older employees to convert a current 401(k) to a Roth, says Ed Slott, an IRA expert in Rockville Centre, New York. ...

October 15, 2009
PR Urgent - Master Elite Advisors can help you cash in on new IRA rules
Ed Slott's Master Elite Advisors are privileged with up to date IRA tax changes via timely alerts and workshops, allowing them to better respond to their ...

October 14, 2009
New York Times - Deciding Whether a Roth Is Right
Here are some guidelines that IRA experts have devised to get clients over the obstacles: HEDGE INVESTMENT BETS Ed Slott, a certified public accountant in ...

October 13, 2009
Creators Syndicate - The Savage Truth on Money by Terry Savage
That scary scenario is the premise of Ed Slott's new book, "Your Complete Retirement Planning Road Map." (Ballantine, $25.95) Slott is the unquestioned ...

October 11, 2009
Arizona Daily Star - Personal Finance: Need retirement money early? Reduce the tax hit
"There's an overriding misconception that there's an exception to the tax penalties for financial or economic hardship," said Ed Slott, a New York ...

October 9, 2009
Wall Street Journal - Getting the Title Right on an Inherited IRA
... "it sounds like it might be able to be saved," says Ed Slott, an IRA consultant in Rockville Centre, NY Inherited IRAs don't work like regular IRAs. ...

October 9, 2009
Fort Worth Star Telegram - How to tap retirement assets early with a minimal tax bite
"There's an overriding misconception that there's an exception to the tax penalties for financial or economic hardship," said Ed Slott, a New York ...

October 5, 2009
NewsReleaseWire.com (press release) - Time to Consider a Roth IRA Conversion
... and converting now will start the five-year clock for withdrawals as of January 1, 2009," says Ed Slott, CPA and author of Parlay Your IRA into a Family ...

October 5, 2009
WJR - The Wealth Management Show
... The Wealth Management Show include demographic economist/prognosticator Harry Dent and the CPA most often quoted in the Wall Street Journal, Ed Slott. ...

October 5, 2009
KFSM - How to Tap Retirement Assets Early With a Minimal Tax Bite
"There's an overriding misconception that there's an exception to the tax penalties for financial or economic hardship," said Ed Slott, a New York ...

October 4, 2009
Los Angeles Times - How to tap retirement assets early with a minimal tax bite
"There's an overriding misconception that there's an exception to the tax penalties for financial or economic hardship," said Ed Slott, a New York ...

September 27, 2009
InvestmentNews - IRS closes NUA tax loophole
By Ed Slott The Internal Revenue Service has closed another loophole in the Tax Code. This time, it involves the tax break known as net unrealized ...

September 18, 2009
Wall Street Journal - Nest-Egg Maneuvers
... actually make money on the Roth conversion, says Ed Slott, an IRA consultant in Rockville Centre, NY Normally, losses within an IRA aren't deductible. ...

August 31, 2009
Newsday - Never too late -- or early -- for retirement planning
"Young people have the best asset of all -- time," said Ed Slott, a certified public accountant in Rockville Centre. "There is no greater moneymaking asset ...

August 31, 2009
Financial-Planning.com - Taking It Back
By Ed Slott The market free fall of 2008 was relentless. Many clients who did a Roth conversion last year have seen their account values decline, ...

August 31, 2009
Financial-Planning.com - Forward and Back
IRA expert Ed Slott then details how to recharacterize Roths that have lost value. Thus far, I've described articles that are forward looking; now, ...

August 31, 2009
Financial-Planning.com - Roth Revolution
(For more on recharacterizations, see Ed Slott's article on page 91.) At the end, the total tax liability will be tailored to what the client is willing to ...

August 29, 2009
Chicago Tribune - Roth IRA conversions: Keep alert when it's time to convert
If you are at least 59 1/2 when you take the money out, however, "there is never a 10 percent penalty on withdrawals, period," explains Ed Slott, ...

August 28, 2009
Sarasota Herald-Tribune - A primer on Roth IRAs
... period" even if the five-year holding period is not met, explains Ed Slott, editor of a national IRA newsletter (www.irahelp.com). ...

August 24, 2009
Newsday - Age-appropriate guidelines for investing
Laws over the next two years will be advantageous to converting traditional IRAs to Roths, said certified public accountant Ed Slott. ...

August 24, 2009
Newsday - Never too late for retirement planning
"Young people have the best asset of all - time," said Ed Slott, a certified public accountant in Rockville Centre. "There is no greater moneymaking asset ...

August 22, 2009
Palm Beach Post - Should you convert to Roth? New IRA rules allow options for retirement
The tax owed depends on whether the assets being transferred are made up of pre or post-tax dollars, according to Ed Slott, an IRA consultant in Rockville ...

August 20, 2009
St. Louis Post-Dispatch - Milhaven faces hefty tax penalty
"The IRS is especially looking at Roths because they are a breeding ground for hanky panky," says Ed Slott, a certified public accountant and publisher of ...

August 17, 2009
Bloomberg - Roth IRA Change May Not Be 'Game Changer' for Savers
The tax owed depends on whether the assets being transferred are made up of pre or post-tax dollars, according to Ed Slott, an IRA consultant in Rockville ...

August 17, 2009
Lansing State Journal - Roth IRA conversions have tax benefits
With a Roth IRA you get to withdraw your investment and earnings tax-free if you've owned the account for five years and you're 59 1/2, said Ed Slott, ...

August 16, 2009
Bloomberg - Roth IRA Change May Not Be 'Game Changer' for Wealthy Investors
The tax owed depends on whether the assets being transferred are made up of pre or post-tax dollars, according to Ed Slott, an IRA consultant in Rockville ...

August 10, 2009
Boston Globe - Converting a traditional IRA to a Roth can be a plus, but timing ...
The Roth IRA conversion will be a big issue for people going forward, especially when 2010 hits and everyone qualifies for a conversion,'' said Ed Slott, ...

August 8, 2009
Lower Hudson Journal news - Humberto Cruz: 2010 is key year for Roth IRA conversion
"The Roth IRA conversion will be a big issue for people going forward, especially when 2010 hits and everyone qualifies for a conversion," said Ed Slott, ...

August 5, 2009
MarketWatch - Answers to 12 frequently asked questions about converting to a ...
... once you've met these requirements: You've owned the account for five years and you're 591/2, according to Ed Slott, editor of Ed Slott's IRA Advisor. ...

August 4, 2009
PR-USA.net (press release) - WealthCounsel(R) Issues Media Advisory Inviting Chicago-Area ...
5 where Ed Slott will deliver his keynote address entitled "Win Big in any Crisis - Make These Turbulent Times Your Greatest Opportunity. ...

August 4, 2009
PR-CANADA.net (press release) - WealthCounsel(R) Issues Media Advisory Inviting Chicago-Area ...
5 where Ed Slott will deliver his keynote address entitled "Win Big in any Crisis - Make These Turbulent Times Your Greatest Opportunity. ...

August 3, 2009
Chicago Tribune - Converting traditional IRA to Roth could be wise in 2010
"The Roth IRA conversion will be a big issue for people going forward, especially when 2010 hits and everyone qualifies for a conversion," said Ed Slott, ...

August 1, 2009
Salt Lake Tribune - The Savings Game: Good timing is important for Roth IRA conversion
"The Roth IRA conversion will be a big issue for people going forward, especially when 2010 hits and everyone qualifies for a conversion," said Ed Slott, ...

July 31, 2009
Sarasota Herald-Tribune - With proper timing, IRA conversion will help
"The Roth IRA conversion will be a big issue for people going forward, especially when 2010 hits and everyone qualifies for a conversion," said Ed Slott, ...

July 26, 2009
InvestmentNews - IRS kills 72(t) payment correction request
Ed Slott, a certified public accountant in Rockville Centre, NY, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group to help financial ...

July 16, 2009
Business Examiner - People on the move
... Strategies in University Place, recently completed additional advanced professional training with Ed Slott, nationally acclaimed IRA expert and author. ...

July 5, 2009
Chicago Tribune - Check in on required distributions from retirement accounts
... said Ed Slott, an IRA expert and certified public accountant in Rockville Centre, NY If you don't, it's a taxable distribution, he said. ...

June 30, 2009
Financial-Planning.com - Rare Victory
By Ed Slott Once an investor sets up a 72(t) plan, he or she is not allowed to modify it. So somewhat surprisingly, the US Tax Court ruled in May that a ...

June 25, 2009
InvestmentNews - IRS shoots down new Roth ploy
By Ed Slott When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous ...

June 23, 2009
Motley Fool - INVESTING IDEAS: NEW RULES FOR OPENING OR CONVERTING TO ROTH IRA'S
A married person who files a separate tax return is prohibited from converting—no matter how much or how little he or she makes, says Ed Slott, ...

June 21, 2009
InvestmentNews - IRS shoots down new Roth ploy
By Ed Slott When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous ...

June 19, 2009
Wall Street Journal - Making a Good Retirement Deal Even Better
A married person who files a separate tax return is prohibited from converting, no matter how much or how little he or she makes, says Ed Slott, ...

June 12, 2009
CNNMoney.com - Paste this link into your favorite RSS desktop reader
In an era of shared risks, tax rates, now at multi-decade lows, will surely climb, says IRA adviser Ed Slott. So save in a Roth IRA or Roth 401(k). ...

June 5, 2009
Cabinet.com - People in the news:
Ben Boucher recently earned a Certificate of Completion for advanced education in Retirement Distribution Planning from Ed Slott. ...

June 1, 2009
Charlottesville Daily Progress - CBJ: Personnel File
By The Daily Progress Staff l Richard LaRue, a financial adviser with Royal Alliance Associates Inc., attended a conference led by Ed Slott, a nationally ...

May 24, 2009
InvestmentNews - Education expenses and 72(t) plans
By Ed Slott Individual retirement account owners under 59 1/2 who take a distribution from their IRA are subject to a 10% penalty on the taxable amount of the ...

May 24, 2009
Chicago Tribune - Waiver of required minimum distributions can be misunderstood
"Take immediate correction action, take it now," said Ed Slott, a certified public accountant in Rockville Centre, NY, and editor of an IRA newsletter for ...

May 24, 2009
Chicago Tribune - Investors approaching IRAs with caution
... with a lot of investors stopping their contributions because they're worried about losing more money in the stock market," said IRA expert Ed Slott, ...

May 23, 2009
Wall Street Journal - Be Careful Raiding a 401(k) or IRA
"This can be the most expensive cash you'll ever withdraw," says Ed Slott, an accountant in Rockville Centre, NY, who specializes in retirement issues. ...

May 23, 2009
Sun-Sentinel.com - Required distribution exemption very limited
"Take immediate correction action, take it now," said Ed Slott, a certified public accountant in Rockville Centre, NY, and editor of an IRA newsletter for ...

May 23, 2009
St. Louis Post-Dispatch - IRAs are more popular as other investments wane
... because they're worried about losing more money in the stock market," said IRA expert Ed Slott, editor of The Slott Report and founder of irahelp.com. ...

May 22, 2009
WMBF - How to leave an IRA that's heir-tight
"People think that if they set up a beneficiary, the banks will have it on file," says Ed Slott, author of Your Complete Retirement Planning Road Map ...

May 21, 2009
KOAM-TV - How to leave an IRA that's heir-tight
"People think that if they set up a beneficiary, the banks will have it on file," says Ed Slott, author of Your Complete Retirement Planning Road Map ...

May 20, 2009
Arizona Daily Star - The Savings Game: Special IRA rule creating confusion
"Take immediate correction action; take it now," advised Ed Slott, a certified public accountant in Rockville Centre, NY, and editor of an IRA newsletter ...

May 17, 2009
Chicago Tribune - Switching to Roth IRA isn't always wise
... but doing so would trigger a 10 percent tax on early withdrawals, on top of the income taxes you'll owe, because you are under 591/2, said Ed Slott, ...

May 17, 2009
Akron Beacon Journal - Many misled by 2009 waiver to IRA rule
''Take immediate correction action, take it now,'' advised Ed Slott, a certified public accountant in Rockville Centre, NY, and editor of an IRA newsletter ...

May 16, 2009
fox4kc.com - Switching to Roth IRA isn't always wise
... but doing so would trigger a 10 percent tax on early withdrawals, on top of the income taxes you'll owe, because you are under 591/2, said Ed Slott, ...

May 15, 2009
St. Louis Post-Dispatch - Waiver on mandatory withdrawals from retirement plans causes confusion
"Take immediate correction action, take it now," advised Ed Slott, a certified public accountant in Rockville Centre, NY and editor of an IRA newsletter for ...

May 11, 2009
Charlottesville Daily Progress - CBJ: Personnel File
Margie Swanson, a financial adviser with MH Swanson and Associates (Securities America), attended a conference led by Ed Slott, a nationally recognized ...

May 10, 2009
fox4kc.com - Timing may never be better on Roth IRA conversions
Even if Uncle Sam doesn't raise income taxes on those making less than that, cash-strapped states might do so, said Ed Slott, an accountant and IRA expert. ...

May 10, 2009
Chicago Tribune - Timing may never be better on Roth IRA conversions
Even if Uncle Sam doesn't raise income taxes on those making less than that, cash-strapped states might do so, said Ed Slott, an accountant and IRA expert. ...

May 8, 2009
Wall Street Journal - How to Protect 401(k)s and IRAs From Creditors
In New York, where the reader above lives, "creditor protection for IRAs and Roth IRAs is unlimited," says Ed Slott, an IRA consultant in Rockville Centre, ...

May 6, 2009
Wall Street Journal - GETTING PERSONAL: Tax Hit For Cracking Nest Egg Early
Knowing the exceptions can save people from making common mistakes, according to Ed Slott, an IRA expert and author of numerous books including "Your ...

May 6, 2009
Wall Street Journal - More People Tap Retirement Accounts
Knowing the exceptions can save people from making common mistakes, according to Ed Slott, an IRA expert and author of numerous books including "Your ...

May 3, 2009
The Detroit News - Now may be the time to convert a Roth IRA
Even if Uncle Sam doesn't raise income taxes, cash-strapped states might do so, says IRA expert Ed Slott. IRAs give you a tax break upfront or on the back ...

April 29, 2009
MarketWatch - Strategies for tapping your assets in the most tax-efficient way
Here's what's Ed Slott -- Mr. IRA -- recommends in the May issue of his "IRA Advisor." This is the cash that you keep in bank accounts, money-market funds ...

April 29, 2009
MarketWatch - ROBERT POWELL
Here's what's Ed Slott -- Mr. IRA -- recommends in the May issue of his "IRA Advisor." This is the cash that you keep in bank accounts, money-market funds ...

April 26, 2009
InvestmentNews - Helping clients tap retirement savings
By Ed Slott Chances are, you have clients in financial distress, with a need for ready cash. Just a few years ago, they might have taken out a home equity ...

April 18, 2009
Daily Herald - Jean Chatzky: Money 911
... a loss from retirement accounts with a Roth IRA because you didn't get a deduction when you put money into the account, says Ed Slott, an IRA expert. ...

April 18, 2009
Pacific Daily News - Look at tax effects of Roth IRAs
If you recharacterize an IRA you converted last year, you can convert back to a Roth once 30 days have elapsed, says Ed Slott, an IRA expert and certified ...

April 17, 2009
Kankakee Daily Journal - Jean Chatzky - Answers to cash, retirement crises
... a loss from retirement accounts with a Roth IRA because you didn't get a deduction when you put money into the account, says Ed Slott, an IRA expert. ...

April 17, 2009
Wall Street Journal - Combined Earnings Is Key for Roth Contributions
Note: Unemployment insurance, a new source of income for many families in the past year, doesn't count, says Ed Slott, an IRA consultant in Rockville Centre ...

April 13, 2009
USA Today - If you converted IRA to Roth in '08, you can still save on taxes
If you recharacterize an IRA you converted last year, you can convert back to a Roth once 30 days have elapsed, says Ed Slott, an IRA expert and certified ...

April 12, 2009
Baltimore Sun - You can convert IRAs
Even if Uncle Sam doesn't raise income taxes on those making less than that, cash-strapped states might do so, says Ed Slott, an accountant and IRA expert. ...

April 12, 2009
Chicago Tribune - No cherry-picking allowed on IRA conversions
... when you make the conversion, said Ed Slott, an accountant who specializes in IRAs and author of "Your Complete Retirement Planning Road Map. ...

April 11, 2009
Chicago Tribune - No cherry-picking allowed on IRAs' deductibility
... when you make the conversion, said Ed Slott, an accountant who specializes in IRAs and author of "Your Complete Retirement Planning Road Map. ...

April 11, 2009
Pensacola News Journal - People on the move
Benny Turner of Turner Financial Group has been accepted into the nation's most exclusive group of financial advisers, Ed Slott's Elite IRA Advisor Group. ...

April 9, 2009
Cherry Hill Courier Post - Economic slump increases Roth IRA's tax-free appeal
"You can buy off Uncle Sam as a partner on your retirement account at bargain rates," said Ed Slott, a Rockville Centre, NY, accountant who specializes in ...

April 7, 2009
FOXBusiness - Lose Your Job? Be Careful How You Tap Your IRA
CPA Ed Slott, author of Your Complete Retirement Planning Road Map, says your advisor should "open a fresh IRA with no other money in it." ...

April 7, 2009
Forbes - The Roth Conversion Play
"The bill for the bailout is going to be paid by people who have savings,'' says IRA expert Ed Slott, a big fan of Roth conversions. ...

April 4, 2009
Newsday - Saul Friedman | Gray Matters
Nationally known CPA Ed Slott of Rockville Centre, whom I asked for suggestions, proposed that IRA distributions be taxed at lower rates, ...

April 4, 2009
Boston Globe - The battered market and possible tax hikes may make this the right ...
"I think this is the best time ever," says Ed Slott, a Rockville Centre, NY, accountant nationally known for his expertise on retirement plan issues. ...

April 1, 2009
Newsday - Congress can help seniors who lost investments
Nationally known CPA Ed Slott of Rockville Centre, whom I asked for suggestions, proposed that IRA distributions be taxed at lower rates, ...

April 1, 2009
New York Times - For This Year, a Chance to Shift Financial Strategies
"It's like getting to bet on a horse after the race is over," said Ed Slott, a CPA in Rockville Centre, NY Each time you do a conversion, create another ...

March 31, 2009
InvestmentNews - Slott to advisers: 'Get educated, get visible, get remembered'
... a win-win for clients with a Roth IRA and for financial advisers who would like to expand their businesses, according to financial guru Edward A. Slott. ...

March 28, 2009
Indianapolis Star - Time may be right to convert your IRA to a Roth
"You can buy off Uncle Sam as a partner on your retirement account at bargain rates," said Ed Slott, a Rockville Centre, NY, accountant who specializes in ...

March 22, 2009
Newsday - Ideas for investors: six ways to save on taxes
... that you won't pay tax on value that has been wiped out by the stock market," says Ed Slott, a Rockville Centre CPA and author of "Stay Rich for Life! ...

March 21, 2009
FOXBusiness - Tax Relief Unlikely For IRA Savers Who Lost Money To Madoff
"Once you have basis and you've lost it, I would think these rules would apply," said Ed Slott, a certified public accountant and founder of IRAhelp.com. ...

March 19, 2009
MarketWatch - Rule that lets Madoff victims take deduction won't apply to most ...
"Once you have basis and you've lost it, I would think these rules would apply," said Ed Slott, a certified public accountant and founder of IRAhelp.com. ...

March 17, 2009
IFAwebnews.com - IRA expert Ed Slott holding regional workshop in Baltimore March 27-28
By Bob Graham A two-day workshop focusing on IRAs, led by IRA expert Ed Slott, will be held in Baltimore, Md., March 27-28. Through IFAwebnews.com ...

March 16, 2009
MarketWatch - Seven costly mistakes workers make when they leave a job
The first big mistake is, of course, not doing a rollover at all, according to Beverly DeVeny, the IRA Technical Consultant at Ed Slott and Co. ...

March 15, 2009
Metro Canada - Ottawa - Stay Rich for Life Author: Ed Slott
Popular American financial speaker Ed Slott specializes in retirement savings, but his new book, Stay Rich For Life, instructs how you can take steps at any ...

March 13, 2009
FOXBusiness - Seven Costly Mistakes Workers Make When They Leave a Job
The first big mistake is, of course, not doing a rollover at all, according to Beverly DeVeny, the IRA Technical Consultant at Ed Slott and Co. ...

March 13, 2009
Smartmoney.com - Get Paid to Roll Over Your Retirement Plan
Also, transferring 401(k), IRA or other retirement account balances is a process rife with potential tax missteps, says Ed Slott, a New York-based CPA who ...

March 10, 2009
Columbus Dispatch - RETIRE SMART Take long view during tax season
... won't pay tax on value that has been wiped out by the stock market," says Ed Slott, a certified public accountant and the author of Stay Rich for Life! ...

March 1, 2009
InvestmentNews - Think twice before deducting IRA losses
By Ed Slott It's tax time, and more advisers are being asked by clients whether losses incurred in individual retirement accounts are deductible. ...

February 25, 2009
Financial-Planning.com - One-Year Prize
By Ed Slott Tell your clients with defined contribution plans and IRAs to keep their money in there. There will be no required minimum distributions (RMDs) ...

Ed Slott Videos

April 15, 2009
ABC News Now - Stay Rich for Life!
Ed Slott dissects the Five Pillars to help you grow and protect your money during turbulent times.

January 16, 2009
CNN Money - 'You're on your own' economy
As companies decrease retirement benefits and higher taxes loom, retirement experts offer tips on how to protect your savings.