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Newsroom View

Prep Your Clients for 2 Bills That Could Change IRAs in 2022

Tuesday, December 21, 2021

IRA legislation will not happen in 2021, and the IRA parts of the Build Back Better Act (BBB) may not happen in 2022 if the legislation remains stalled in Congress. But other retirement-related bills may have a better chance of becoming law.

So advisors should still share retirement tax planning strategies with clients in 2022, based on the current tax structure and what might be in the works.

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Ed Slott's 10 Last-Minute Tax and Retirement Tips for 2021

Thursday, December 9, 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.

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Your 2021 Year-End Tax Planning Guide (with Ed Slott)

Tuesday, December 7, 2021

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.

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Ed Slott’s year-end tax strategies & the M&A train keeps on rolling

Sunday, December 5, 2021

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?

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Ed Slott’s year-end tax strategies & the M&A train keeps on rolling

Sunday, December 5, 2021

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?

 

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