Newsroom View | Ed Slott and Company, LLC

Newsroom View

News & Press

Ed Slott on RMDs, Backdoor Roths and the Death of the Stretch IRA

Friday, November 20, 2020

Ed Slott, the Rockville Centre, New York-based CPA, editor of the newsletter Ed Slott’s IRA Advisor, and author of “The New Retirement Savings Time Bomb” (Penguin Books), to be released in March, recently talked to ThinkAdvisor with some advice about how tax law changes. Here are excerpts from our interview:

Read More

If Joe Biden Wins, Get Ready For A Big Battle Over Tax Policy

Wednesday, October 28, 2020

Estate attorneys, certified public accountants (CPAs) and the very wealthy will likely go to war with the federal government should former Vice President Joe Biden assume the Oval Office. The issue at hand? Biden’s tax reform proposals, including a little-known provision called step-up in basis.

Read More

When Saving for College, Don’t Just Look at 529s

Saturday, October 3, 2020

It sometimes seems like when it comes to college-savings vehicles, 529s are the only game in town.

But investors are doing themselves a disservice if they don’t also look at another savings tool available: Coverdell Education Savings Accounts (ESAs). Like 529s, ESAs are a tax-favored way to save for education expenses. 

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.