Newsroom View | Ed Slott and Company, LLC

Newsroom View

A Tax-Smart Way to Give to Charity

Wednesday, July 18, 2018

All in all, many more people will be taking the standard deduction, effectively making charitable contributions using post-tax dollars more expensive, notes Ed Slott, an author and retirement expert who is one of the nation's leading authorities on individual retirement accounts.

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Hardship distribution changes coming up

Wednesday, July 4, 2018

Financial expert Ed Slott recently reported that the Bipartisan Budget Act of 2018 included some favorable changes regarding the allowance of hardship distributions from 401(k), 403(b) and 457(b) plans. These changes are effective after Dec. 31.

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Smart IRA Opportunities Exist Under New U.S. Tax Law, but Hurry

Wednesday, June 27, 2018

Slott is an author and retirement expert, and one of the nation’s leading authorities on individual retirement accounts or IRAs. Right now, he sees a couple of opportunities that IRA owners should consider in light of the new U.S. tax law. But they will not be available at tax time next spring when you talk with your accountant - the window for taking action will start to close later this year.

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Ed Slott and Company's "Instant IRA Success" eSeminar Now Available On Demand

Wednesday, April 25, 2018

"Education is more important than ever, as we currently have the largest opportunity in our industry's history: a volatile stock market, a newly-implemented tax code that few understand and a surge of Baby Boomers transitioning into retirement and seeking guidance," said Ed Slott, CPA, a nationally recognized IRA expert, founder of Ed Slott and Company and creator of


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Out-of-date beneficiary designations are a common and costly mistake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