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Here’s how the new IRS life expectancy tables affect required withdrawals from IRAs, 401(k) plans
Ed Slott's 10 Last-Minute Tax and Retirement Tips for 2021
As we approach year-end, CPA and IRA expert Ed Slott of Ed Slott & Co. has given ThinkAdvisor the top priorities that advisors should be focusing on right now in helping their clients with last-minute tax and retirement plan priorities.
His must-dos include avoiding the No. 1 mistake that clients make — and that advisors must alert them to.
See the gallery above for Slott’s 10 last-minute tips, in his own words.
Your 2021 Year-End Tax Planning Guide (with Ed Slott)
Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we’ll tackle one of those certainties (you’re on your own with the other). To help us, tax expert Ed Slott is back! He’ll help you get your finances in order before year-end to avoid any tax surprises in April. Should you convert your IRA to a Roth? What’s the contribution deadline for retirement accounts? What changes might be coming in future legislation? Ed’s commenting on it all with us today.
Ed Slott’s year-end tax strategies & the M&A train keeps on rolling
This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?
Ed Slott’s year-end tax strategies & the M&A train keeps on rolling
This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?
Retirement Resources: Great Reads on Investing, Social Security, Medicare, and Aging
House Democrats Once Again Target Biggest Retirement Accounts
The November 3 version of the Build Back Better Act has resurrected retirement law changes that will curb high balance accounts and popular wealth building strategies including back
Backdoor Roth Lockdown Plan Is Back; Here's What Advisors Should Do Next: Ed Slott
The elimination of backdoor Roth IRA conversions has made it back into the latest version of House Democrats’ tax and spending bill.