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Ed Slott Weighs In on House Democrats' Proposed Mega-IRA Crackdown

Sunday, September 12, 2021

House Ways and Means Committee Chairman Richard Neal’s plan to usher in several changes to individual retirement accounts “will not likely see much pushback because most people will never have to worry about their IRA balances exceeding $20 million,” IRA and tax specialist Ed Slott of Ed Slott & Co. told ThinkAdvisor late Monday in an email. “And the few who do will easily move on to the next workaround that Congress has not yet thought of.”

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How Stretch IRA Tactics Have Tightened

Sunday, August 29, 2021

Christine Benz: Hi, I'm Christine Benz from Morningstar. The Secure Act ushered in new rules for inherited IRAs. Joining me to discuss what you need to know about that is author and tax-planning expert Ed Slott.

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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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