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How SECURE 2.0 Impacts Company Plan In-Service Withdrawals
Monday, March 18, 2024
Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull out those funds while still working. The SECURE 2.0 law adds several new in-service withdrawals that can be made from 401(k), 403(b)…
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In this week's Slott Report Mailbag, we answer reader questions regarding paying for higher education and the backdoor #Roth #IRA strategy. Read more here:
Higher Education and Backdoor Roth Conversions: Today’s Slott Report Mailbag - Ed Slott and...
Question: I have a client who is under age 59 ½ with a small traditional IRA. She wants to cash it in and...
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In today's Slott Report, our Director of Retirement Education, Sarah Brenner, JD, discusses some notable tax time tips to be aware of for #IRA accounts when filing your 2023 taxes. Read more here:
Tax Time Tips for IRAs - Ed Slott and Company, LLC
IRAs are an important, but often overlooked, part of your overall tax planning. As the deadline for filing 2023 ...
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Only 10 days left to take advantage of EARLYBIRD pricing for our upcoming Instant IRA Success workshop! Join us and other industry leaders in July for 2 days of actionable strategies. Register with promo code EARLYBIRD for $500 off cost of registration. https://bit.ly/4cdJJRl
Ed is in Hollywood, FL presenting at @osaic_inc's conference, where he's running into members of Ed Slott's Elite IRA Advisor Group℠ everywhere! Pictured with Beth Blecker and Gayle Canini, members with us for over 17 years, as well as one of our newest members, Janet Stanley.
In today's Slott Report, we discuss the process when a trust, or estate, is the beneficiary of an #IRA. Read more here:
What’s the Process When a Trust (or Estate) is IRA Beneficiary? - Ed Slott and Company, LLC
By Andy Ives, CFP®, AIF®IRA AnalystFollow Us on X: @theslottreportThe same conversation has, understandably, been repeat...
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In this week's Slott Report Mailbag, we answer reader questions regarding Coverdell ESA accounts and first time required minimum distributions (#RMDs). Read more here:
Coverdell ESA Accounts and First RMD Year Distributions: Today’s Slott Report Mailbag - Ed Slott...
By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport Question: Hi Ed, I have Coverdell ESA accounts for my ...
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#Taxes are top of mind year-round for HNW clients, but especially during tax season. Join Ed Slott tomorrow for his webinar with @fpassociation, as he unpacks essential tax strategies for high-net-worth clients. https://bit.ly/3IrEBeG
In today's Slott Report, we discuss the rules for #401k in-service withdrawals. Read more here:
What Are the Rules for 401(k) In-Service Withdrawals? - Ed Slott and Company, LLC
By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreportCongress has determined that 401(k) and other company plan ...
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Don't miss out on early bird savings! Take advantage of our biggest savings of the year and help your clients maximize their hard-earned #retirement savings at Ed Slott and Company's 2-day #IRA workshop in National Harbor: https://bit.ly/42La0SQ
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Jill Schlesinger ,CFP®, CBS News Business Analyst
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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
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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
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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
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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