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Ed Slott & Company educates consumers and financial advisors on exit strategies for retirement.
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ROTH IRA DISTRBUTION RULES AND COMBINING IRAS: TODAY’S SLOTT REPORT MAILBAG
Thursday, April 18, 2024
Question: Can you please clarify a question I have about whether I should take a Roth IRA withdrawal? I am much older than age 59 ½, and my first Roth IRA was opened over 20 years ago. I now own a second…
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FollowIn today's Slott Report, we discuss #IRS notice 2024-35, and what that means for your required minimum distributions (#RMDs) subject to the 10-year rule. Read more here:
IRS Waives 2024 RMDs for IRA Beneficiaries Subject to the 10-Year Rule - Ed Slott and Company, LLC
If you’re an IRA beneficiary subject to the 10-year payout period and would have had a 2024 required minimum d...
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We’re launching a fresh season of "The Great Retirement Debate"! Get ready to join Ed Slott and @CPAPlanner as they delve into pivotal topics shaping retirement. The first episode will be available this Thursday, April 18! https://bit.ly/3Ux4y0v
Celebrate #Tax Day by empowering your clients to take control of their finances, avoid unnecessary taxes, and tackle the latest threats to their retirement! Register by Friday for our 2-Day Instant IRA Success Workshop with promo code TAXDAY to save $400! https://bit.ly/42La0SQ
Ed Slott was recently interviewed by @SchwabNetwork, giving his tax tips for maximum benefits for 2024 and beyond. Check out the full interview here:
Tax Tips for Maximum Benefits | The Watch List| Schwab Network
The tax deadline is Monday, April 15th. Ed Slott discusses tax tips for better planning in future years. He talk...
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In today's Slott Report we discuss two strategies that can be used to avoid #IRMAA. Read more here:
Two RMD Strategies to Avoid IRMAA - Ed Slott and Company, LLC
You have carefully saved for retirement and now you have accumulated a substantial amount of funds in your IRA. ...
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In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distributions (#RMDs) and qualified charitable distributions. (#QCDs) Read more here:
Required Minimum Distributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag...
QUESTION: Dear IRA Help, My mother passed away in April of 2023 and no required minimum distribution (RMD) was t...
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Not only are we launching Season 2 of The Great Retirement Debate – but we’re now offering video episodes! Join us as @CPAPlanner and Ed Slott dive deeper into 2024's financial landscape, bringing you closer to actionable insights than ever before! https://bit.ly/3Ux4y0v
In today’s Slott Report, we discuss the value of a current #Roth conversion based on the history of income tax brackets. Read more here:
The Wise Shopper – Roth Conversions - Ed Slott and Company, LLC
Imagine walking through a grocery store, intent on purchasing a specific item. As you turn down an aisle, little ...
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In today's Slott Report, we discuss what you need to know before the deadline to fix excess 2023 #401k deferrals. Read more here:
Just A Few Days Left to Fix 2023 Excess 401(k) Deferrals - Ed Slott and Company, LLC
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In this week's Slott Report Mailbag, we answer reader questions regarding the 10-year rule and inherited #IRA accounts. Read more here:
The 10-Year Rule and Inherited IRAs: Today’s Slott Report Mailbag - Ed Slott and Company, LLC
Question: I have a general question regarding the 10-year time frame for emptying an inherited IRA. Your guidance ...
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What People Are Saying About Ed Slott and Company
““Unless you consider cat food a viable dinner option, it’s wise to take action now to bulletproof your retirement assets. Sooner or later, we pay taxes. But why allow your retirement savings to become a windfall for Uncle Sam when the money should go to you and your heirs?”
USA Today
“Timely, accurate, important information.”
Jerry Matecun
“Where else can we get developments up-to-the-minute?”
Mary Aheam
“There is NO OTHER PLACE you can get this information. No other place!!!”
Tom Mosley
“Ed Slott is my go-to resource on the nuances of tax and retirement planning. His no-nonsense style makes the dizzying changes in the rules and laws surrounding these often-confusing topics understandable and more importantly, actionable.”
Jill Schlesinger ,CFP®, CBS News Business Analyst
“Ed Slott has a knack for providing tax- and retirement-planning guidance that’s easy to understand, up-to-the-minute current, and–dare I say it? Fun.”
Christine Benz ,Director of Personal Finance, Morningstar, Inc.
“Ed Slott is among the most trusted and knowledgeable retirement experts in the United States. The world is filled with those who proclaim to be retirement experts, but Ed Slott is truly that—an expert who deserves your time and attention.”
Robert Powell ,editor of Retirement Daily and TheStreet, USA Today columnist, editor of Retirement Management Journal and host of Exceptional Advisor podcast
“Ed Slott is my go-to person for smart tax-saving advice on retirement plans.”
Jane Bryant Quinn ,Author of How to Make Your Money Last: The Indispensable Retirement Guide.
“Ed Slott is the go-to expert on IRAs in an era when legislative and regulatory changes are popping up as fast and furious as a whack-a-mole game. Arm yourself with the latest insights on how to protect future retirement savings by making tax-savvy moves today.”
Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews
“Drop what you are doing when Ed Slott conducts a seminar. Very thorough, great presentation skills and informative…you will take home ‘nuggets’ every single time that you will implement in your practice and be a hero.”
Barry Dreayer
“As a financial professional I rely on Ed’s timely & thorough updates to bring the most value to my clients. He is hands down the best presenter on IRAs, Roths, and retirement planning tips. His blog, newsletter, and webinars are invaluable, and his delivery is always lively & engaging! Thank you, Ed! Keep rocking!!”
Angela Ruff
“Great webinar! The information provided could save my clients many thousands of dollars in tax!”
Dean Duncan
“UNBELIEVABLE! All that expertise in one person?! WOW! I learned so much!”
Sheila Baugh
“Holy moly what a refreshing and amazingly educational experience! Thank you for being such an incredible ambassador for our work. I just wanted to express deep and wide appreciation for the amazing caliber of your presentation. As a former professor, I simply LOVED the charm and humor with which you delivered such critical information. It was the trifecta of pedagogical perfection: you made us grin, you kept us engaged, and we learned game changing information.”
Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest
“As anticipated Ed and his crew delivered the most complete treatment of the top issues practitioners are seeing in this area. The bifurcation of Ed speaking and his crew responding to participants’ questions provides a model for efficient knowledge-sharing, which one could hope would be replicated in other arenas. Bravo!!!’“
Moshe Stepansky
“Ed Slott packs so much information into his IRA webinar and considering recent legislation this was a very timely topic. Great insights explained extremely well.”
Anne Muldoon
“Incredible! I consider myself an IRA Expert, but I always hope to find something beneficial in IRA webinars. Ed blew it out of the water—I left the webinar with lots of tips and some clarification I didn’t know I needed. Fantastic job!!“
Teresa Roman
“So much fast-paced, yet in-depth information that I never want to miss a minute of the presentations! The energy was outstanding, and the program was every bit as well done [virtually] as in-person programs have been.”
Linda Gardner
“Truly outstanding presentation packed with useful information, which was informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to his remarkable reputation.”
Shunterica Woods
“Ed is a powerhouse presenter and a complete educator; I was on the edge of my seat for the entire hour! He delivered answers to all my burning questions and proactively answered my follow-up questions… ED, Exceptional-Dedicated!”
Marian Sterling
“Succinct and exceptionally instructive.”
Daniel Mannion
“Ed Slott! Yes, THE Ed Slott! It doesn’t get any better than this for fast-paced, informative webinars! Too bad instructor ratings only go up to 5. He’s a 10!”
Arnold Parise