Monthly IRA Updates

 

 

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Make the Most of the New Tax Law by Planning Now

By Jim Glass, JD
IRA Analyst

Jim Glass

 

An early start on tax planning is always good, but this year it is essential. The Tax Cuts and Jobs Act fully rewrites the tax code effective January 1, 2018. To get the most benefit from the changes, while avoiding mistakes under them, update your tax and financial strategies right away. Here are example areas where action at the start of the year can make a full-year difference.

 

 

 

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Inside Our 20th Anniversary Edition:

  • Roth IRAs Come of Age
  • The Current State of the IRA Retirement-Savings Landscape
  • Recharacterization is Gone — Almost

This edition of Ed Slott's IRA Advisor is the 20th-anniversary edition. Consider it a birthday party and throwback devoted to the Roth IRA, with 24 pages of valuable information and several prominent guest experts.

 

 

 

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Ed Slott and Company, LLC 100 Merrick Road -- Suite 200 E Rockville Centre, New York 11570 United States (516) 536-8282

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