Newsroom View | Ed Slott and Company, LLC

Newsroom View

Contributing Articles

Ed Slott, CPA, is one of the nation's top experts on retirement plans. For more than 30 years, he has educated both consumers and financial advisors on retirement tax-saving strategies. Most recently, he published Ed Slott's Retirement Decisions Guide: 2020 Edition and is the host of several popular public television specials, including his latest, Retire Safe & Secure! With Ed Slott.

Learn more about Mr. Slott.

It's Now Or Never For Backdoor Roths

Monday, November 22, 2021
The clock may be ticking on backdoor Roths. The latest proposal (under a House of Representatives bill submitted on November 19, 2021) would eliminate both the regular backdoor Roth and the mega-backdoor Roth next year for everyone, regardless of income.

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How Advisers Can Help Clients With 401(k) Loans

Tuesday, June 22, 2021

As a result of widespread job loss during the coronavirus pandemic, many suddenly-unemployed persons who dipped into retirement accounts are saddled with outstanding loans from company savings plans. Advisers can play a valuable role in helping these clients by understanding how the “loan offset” rules work, how the CARES Act affects loan offsets, and how offsets differ from “deemed distributions.”

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Required IRA, 401(k) withdrawals would start at age 75 under congressional proposal. Here’s who would benefit

Wednesday, June 16, 2021

The age when older Americans must start making withdrawals from retirement accounts could change yet again.

Under a provision in proposed retirement legislation pending in Congress, required minimum distributions, or RMDs, would start at age 75 by 2032, up from age 72 — which only took effect last year after the 2019 Secure Act raised it from age 70½.

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