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Ed Slott: The IRA Conversation Advisors and Clients Must Have Now

Monday, May 22, 2023
Advisors should take advantage of today’s low tax rates — and “do Roth conversions while taxes are on sale!” according to Ed Slott of Ed Slott & Co. Every advisor, Slott told ThinkAdvisor Tuesday, “should be having this conversation with their clients. This may only last for the next three years (2023, 2024, and 2025). After that, tax rates are scheduled to revert back up to previous levels.”

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What you need to know now about Secure 2.0

Wednesday, March 15, 2023

Secure 2.0, the new legislation designed in part to beef up retirement savings, contains nearly 100 provisions—92 to be exact—pertaining to retirement. And even those who eat, breathe and sleep all things retirement are finding it a bit overwhelming. 

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How to withdraw retirement funds: Learn 9 smart ways

Wednesday, March 8, 2023

If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes.

“As much as 70 percent of your hard-earned retirement funds can be eaten up by income, estate and state taxes,” says IRA guru Ed Slott, author of the retirement-planning books “Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s” and “The Retirement Savings Time Bomb … and How to Defuse It.”

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Ed Slott: Advisors Are Confused About IRAs

Sunday, February 26, 2023

While a recent Investment Company Institute survey indicates that contributions to IRAs are low — likely because IRA rules are “complicated” — advisors are also confused about the rules, according to IRA and tax expert Ed Slott of Ed Slott and Co.

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Roth IRA ‘Five-Year Rule’ Can Trigger an Unexpected Tax Bill: Here’s What You Need to Know

Sunday, February 5, 2023

A $1 contribution today to a new Roth individual retirement account may not sound like much. But that seemingly small sum might save you a bundle in taxes down the road due to an under-the-radar timing requirement.

Your initial Roth IRA contribution starts the clock on something called the “five-year rule,″ said Ed Slott, a certified public accountant and IRA expert based in Rockville Centre, New York. In basic terms, that rule requires Roth IRA owners have their account for five or more years to avoid paying income tax on any withdrawn investment earnings.

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