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Newsroom View

Stop contributing to IRAs and 401(k)s

Sunday, July 23, 2023
Stop contributing to your IRAs and 401(k)s? That has to be a typographical error. After all, traditional retirement planning has always preached maximizing contributions to tax-deferred individual retirement accounts and 401(k)s to build retirement savings.

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IRS provides limited RMD relief

Sunday, July 16, 2023
Once again, due to ongoing confusion about required minimum distributions, the IRS has found it necessary to give limited relief to both IRA owners and beneficiaries. The relief was contained in Notice 2023-54, issued Friday.

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Ed Slott: The IRA Conversation Advisors and Clients Must Have Now

Monday, May 22, 2023
Advisors should take advantage of today’s low tax rates — and “do Roth conversions while taxes are on sale!” according to Ed Slott of Ed Slott & Co. Every advisor, Slott told ThinkAdvisor Tuesday, “should be having this conversation with their clients. This may only last for the next three years (2023, 2024, and 2025). After that, tax rates are scheduled to revert back up to previous levels.”

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