Ed Slott: Final DOL Fiduciary Rule Goes ‘All-in’ on Rollovers
The Labor Department is “going all-in on the IRA rollovers” with its final fiduciary rule, according to Ed Slott of Ed Slott and Co.
The Labor Department is “going all-in on the IRA rollovers” with its final fiduciary rule, according to Ed Slott of Ed Slott and Co.
When it comes to teens and money, there is often a disconnect.
Overall, teenagers are taking a greater interest in their long-term financial health — although far fewer understand basic retirement planning.
A majority, or 83%, of 13- to 18-year-olds, said they had already thought about their retirement, according to the results of a survey from Junior Achievement and MissionSquare.
In our headline segment we’re visited by another star….this one in the tax planning world. Ed Slott is back, and he’s fired up about your retirement accounts. His take: stop saving into pre-tax 401k plans and IRAs! Why? Here during tax season Ed joins us to dive into what we SHOULD be focusing on this tax season….and reminding us what we should ignore.
Withdrawing money from retirement accounts will have consequences on your 2024 return.
On this episode of Jill on Money, Jill Schlesinger and Mark Talercio sit down with Ed Slott to discuss our favorite subject, taxes!
Details and tax implications to keep in mind from tax and IRA expert Ed Slott.
Tax expert Ed Slott discusses Secure Act 2.0 provisions and what to know about higher income and estate tax rates in 2026.
As 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is ”the best way of putting the client’s interest first.”
Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever.
The tax- and retirement-planning expert on why a series of phased conversions could make sense if higher tax rates are a possibility.