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.

The Five Best 2020 Tax Planning Ideas

Wednesday, September 30, 2020

2020 will be a year to remember for decades to come. In the world of tax and retirement planning, it’s brought opportunities for advisors to present to clients. But unlike those in other years, 2020’s opportunities should be seized now—taken advantage of before year’s end—because they may not be as effective afterward.

Read More

What’s the deal with Trump’s taxes?

Tuesday, September 29, 2020

Can you really make millions and pay little or nothing in taxes, and do it legally? Absolutely! Big corporations do it all the time. But so can certain individuals who have the right set of financial facts, specifically the right sources of income and losses.

Read More

IRS provides expanded tax breaks for coronavirus-related distributions

Sunday, June 21, 2020

The IRS released new guidance Friday on taking coronavirus-related distributions from retirement plans in IRS Notice 2020-50.

Coronavirus-related distributions were created under the CARES Act to help those in need withdraw funds penalty-free from their retirement savings. The CARES Act also allows CRD income to be spread over three years and CRDs to be repaid within three years.

Read More

Did the SECURE Act Kill the Stretch IRA?

Friday, March 20, 2020

What the new rules say about paying taxes on inherited funds

Starting this month, IRA expert Ed Slott is taking your questions about Individual Retirement Accounts. He starts by addressing what to do about new rules in the 2020 SECURE Act that  affect most beneficiaries who inherit tax-deferred funds starting this year.

Read More

 

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.
 

I agree to the terms and services:

You may review the terms and conditions here.