Newsroom View

Ed Slott and Jeffrey Levine Launch New Podcast: "The Great Retirement Debate"

Wednesday, November 2, 2022

Ed Slott, CPA, nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com, in collaboration with Jeffrey Levine, CFP®, CPA, PFS, CWS®, AIF®, chief planning officer for Buckingham Strategic Wealth, announce the launch of their new podcast show, The Great Retirement Debate.

Build To Win: Tax and Business Tips (with Barbara Corcoran & Ed Slott)

News & Press

Sunday, October 9, 2022

What do I need to rock my financial life before year end? You’re in luck because we’re bringing in the “A” team, with great advice from two titans: Barbara Corcoran and Ed Slott. Ed will kick things off by helping us all rethink tax planning, then Barbara Corcoran will help you launch or reboot your business.

Reducing the Pain From Required Retirement Withdrawals This Year

News & Press

Thursday, October 6, 2022

Millions of retirees will get friendly reminders from their banks and brokerages in coming weeks to take required withdrawals from their 401(k)s or other retirement accounts by the end of the year.

Americans Tap 401(k) Plans After Hurricanes and Natural Disasters

News & Press

Monday, October 3, 2022

Florida residents who suffered financial losses from Hurricane Ian might be able to tap their retirement accounts to cover emergency expenses, a last resort more victims of natural disasters are using.

How to Handle Required Withdrawals From Retirement Accounts

News & Press

Saturday, September 3, 2022

Is there a recommended strategy for taking required withdrawals from retirement savings in this horrible market? I’m a buy-and-hold investor; normally, I would just hunker down, not look at my balances, and ride out this storm. Unfortunately, the Internal Revenue Service makes me sell stocks at the worst time. Any recommendations for this unprofitable task?

If You Withdrew Money From Your IRA During Covid, It Can Pay to Repay It

News & Press

Friday, September 2, 2022

When the Covid-19 pandemic arrived in 2020, many individuals took advantage of a federal tax break and withdrew money from their retirement accounts. If they repay the funds—which isn’t required—by next year, they’ll get another tax break, too.

To Withdraw Money From an IRA Without a Penalty, Try a ‘72(t)’ Plan—but Carefully

News & Press

Thursday, August 4, 2022

If you are younger than age 59½ and want to withdraw money from your individual retirement account, there are several exceptions that could allow you to do so without incurring the 10% early-withdrawal penalty from the IRS. One such exemption being used more often is a so-called 72(t) plan.

Ed Slott and Company Named to ThinkAdvisor’s LUMINARIES Class of 2022

Company Announcements

Wednesday, July 27, 2022

America’s IRA Experts honored for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward

Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse Rollover

News & Press

Sunday, July 24, 2022

Doing a reverse rollover — in which money is rolled from an IRA to a 401(k) — still makes sense for clients that want to take advantage of a “backdoor” Roth IRA conversion or delay required minimum distributions, according to Ed Slott and Ian Berger of Ed Slott and Co.

Teen Workers In a Hot Summer Job Market Can Use the ‘Greatest Money-Making Asset’ to Their Advantage, Says CPA

News & Press

Sunday, July 3, 2022

For years, fewer teenagers were looking for summer jobs, opting instead to bolster their college applications with academic programs or unpaid internships. But as the economy bounced back from the pandemic, employers were almost begging for workers and some opportunities were too good to pass up.

« first
‹ previous
1
2
3
4
5
6
7
8
9
…
next ›
last »

Menu

Ed Slott and Jeffrey Levine Launch New Podcast: "The Great Retirement Debate"

Build To Win: Tax and Business Tips (with Barbara Corcoran & Ed Slott)

Reducing the Pain From Required Retirement Withdrawals This Year

Americans Tap 401(k) Plans After Hurricanes and Natural Disasters

How to Handle Required Withdrawals From Retirement Accounts

If You Withdrew Money From Your IRA During Covid, It Can Pay to Repay It

To Withdraw Money From an IRA Without a Penalty, Try a ‘72(t)’ Plan—but Carefully

Ed Slott and Company Named to ThinkAdvisor’s LUMINARIES Class of 2022

Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse Rollover

Teen Workers In a Hot Summer Job Market Can Use the ‘Greatest Money-Making Asset’ to Their Advantage, Says CPA

Speaking

Elite

Newsletter

Sponsorship

About Us

Resources

Terms and Conditions