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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.

Proposed IRS Rule Could Penalize Some Heirs of Retirement Accounts

Saturday, May 7, 2022

Proposed new regulations from the Internal Revenue Service for inherited retirement accounts would require many heirs to make minimum annual withdrawals from the accounts—leaving less room for the savings to grow tax-deferred over the years.

The new rules would provide guidance to the Secure Act of 2019, which made several changes to laws governing retirement accounts.

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RetirementRevised: Taxes in retirement: A conversation with Ed Slott on Apple Podcasts

Wednesday, April 6, 2022
Ed likes to say that taxes don’t stop in retirement - they’re really just getting started. I’d say he’s right about that insofar as higher income retirees go - you’ll be paying taxes on part of your Social Security, and probably surcharges on Medicare premiums. Those aren’t technically taxes, but they sure feel like it when you’re paying them. Drawdowns from tax-deferred IRAs and 401ks are taxed as ordinary income…and possibly at high rates.

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Prep Your Clients for 2 Bills That Could Change IRAs in 2022

Tuesday, December 21, 2021

IRA legislation will not happen in 2021, and the IRA parts of the Build Back Better Act (BBB) may not happen in 2022 if the legislation remains stalled in Congress. But other retirement-related bills may have a better chance of becoming law.

So advisors should still share retirement tax planning strategies with clients in 2022, based on the current tax structure and what might be in the works.

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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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