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Newsroom View

Out-of-date beneficiary designations are a common and costly mistake

Monday, April 16, 2018

“The classic worst case is you get divorced, your [ex-]wife is named as beneficiary and you never change the form,” said Ed Slott, a certified public accountant in Rockville Centre, New York. “You might have changed your will to leave everything to the kids. “But after you die, your individual retirement account, if it’s never changed, will go to your ex-wife, not the kids.”

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New Tax Law Makes Roth IRA More Appealing to Savers

Wednesday, January 31, 2018

Ed Slott, a CPA in Rockville Centre, N.Y., recognized that Roths would become a game changer and started a newsletter in 1998 to teach advisers about the accounts. Slott calls Roth IRAs "tax insurance" because once you're invested in one, you won't have to pay taxes on contributions or earnings again.

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