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2021 Retirement Strategies: A fireside chat with Ed Slott

Monday, February 22, 2021

The new year brings a host of new planning challenges -- and opportunities -- for financial advisers and their clients. Join InvestmentNews' Chief Content Officer George Moriarty as he sits down with IRA planning expert Ed Slott one week before the release of his highly anticipated book, The New Retirement Savings Time Bomb. Discover strategies and get answers to your clients biggest questions in 2021, including:

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Ed Slott Sees Higher Taxes, Slow-Rising Inflation On The Way

Monday, February 22, 2021

Retirement plan investors should position their portfolios to pay taxes sooner, rather than later, according to Ed Slott, founder of IRAhelp.com.

And one strategy to do this is by converting traditional IRAs to Roth IRAs, Slott said Tuesday during a roundtable discussion on how the next round of federal stimulus money will affect the economy. The rountable was sponsored by public relations firm JConnelly.

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Tax Season Tips with Ed Slott

Friday, February 5, 2021

After a tumultuous 2020, the IRS will open tax filing season on Friday, February 12th, a few weeks later than years in the past. The deadline to file and pay any tax owed reverts to April 15th, after last year’s COVID-19 related extension.

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Your Taxes and COVID-19 with Ed Slott

Friday, January 22, 2021

Because of all the various changes that went into effect last year as the pandemic unfolded, this tax season could be a tricky one.

To help us break it down, we're joined by the one and only Ed Slott, the ultimate tax guru and founder of IRA Help.

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Tips for Getting Your Financial Life in Order in Hard Times

Wednesday, January 13, 2021

Two books are intended to help people who are worried about their finances in the midst of this painful pandemic. One suggests ways of improving your situation right now. The other focuses on ensuring that when and if you retire, your accounts will be in solid shape.

They are both worthwhile, though for complex problems, you will need to look elsewhere.

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