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News & Press

Countdown to Retirement: 1 Year

Tuesday, February 5, 2019

Make a direct transfer from the institution holding one account to the company where the money is going, says IRA expert Ed Slott. Ask the firm on the receiving end for help; any checks should not be made out directly to you. “That can become a tax trap,” he warns.

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It pays to know the quirks in the tax code

Tuesday, December 11, 2018

If you use a financial adviser or accountant, understand that even they might not be up to speed on the best IRA tax strategies. It pays to educate yourself, and one of the best resources is Ed Slott ( In many of his articles, he points out aspects of the IRA tax code that are known by very few IRA investors. Here are some of these regulations that you should be aware of.

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