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News & Press

How The 'Backdoor Roth IRA' Can Benefit Some High-Income Clients

Wednesday, August 25, 2021

Say you started with $40,000 in before-tax contributions to non-Roth IRAs and another $10,000 in after-tax contributions to other non-Roth IRAs. That means 80% of your total non-Roth IRA accounts were made with pre-tax dollars. So 80% of whatever amount you convert to a Roth IRA will be taxed (at normal income tax rates), no matter which IRA it came from.

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Mega Qualified Charitable Distributions: Now or Never

Sunday, August 22, 2021

Christine Benz: Hi, I'm Christine Benz from Morningstar. For charitably inclined older adults, a qualified charitable distribution often beats making a charitable contribution and deducting it on your tax return. Joining me to discuss the QCD, as well as what he calls the mega QCD, is author and tax-planning expert Ed Slott.

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The Ins and Outs of IRAs with Ed Slott, CPA

Thursday, August 19, 2021
Saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.

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What are the Signs of a Stable Dividend?

Thursday, August 12, 2021

In this week’s podcast, Ben Johnson talks about the future of direct indexing, Christine Benz shares valuable tips for pre-retirees, David Harrell shows us how to find a stable dividend, and Ed Slott prepares investors for possible tax changes.

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Prepping for Possible Tax Changes

Wednesday, August 11, 2021

Christine Benz: Hi, I'm Christine Benz from Morningstar. With prospective tax changes on the horizon, is now the right time to start gifting assets and pursuing other such strategies? Joining me to discuss that topic is tax- and retirement-planning expert Ed Slott.

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M Is For Money (with Rob Phelan) and E Is For Ed Slott’s Roth IRA Tips

Tuesday, July 20, 2021

F is for Fun. And we have a ton of fun today talking to Rob Phelan about his new children’s book M is for Money. He was inspired by reading with his own son and realizing there weren’t any books on the market that teach basic personal finance to kids. Even if you don’t have kids yourself, this book might be a great gift for a kid in your family. We also dive into financial literacy in general and why so few programs are successful. If you have any interest in improving the money habits of the people around you, we’ve got you covered.

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Little-Known Tactic Lets Retirement Savings Grow Tax-Free

Thursday, July 15, 2021

CPA and IRA expert Ed Slott joins host J.R. Whalen to explain the "Mega Backdoor Roth IRA Conversion," a little-known technique allowing people to make annual tax-free retirement account contributions above government-imposed limits. The tactic gained attention after PayPal founder Peter Thiel amassed $5 billion in his Roth IRA account.

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