Ed Slott and Company


in the News

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 18, 2010
San Francisco Chronicle - More help on converting regular IRAs to Roths
"You may have to pay a separate conversion or Roth custodial fee on each account," says Jeffrey Levine, IRA technical consultant with Ed Slott and Co. ...

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 28, 2009
Newsday - No kids, no worries? Not necessarily
That's a move advocated by Jeffrey Levine, a financial planner in Rockville Centre. "One of the most important safeguards that can be put into place is ...

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.