Ed Slott and Company Named to ThinkAdvisor’s LUMINARIES Class of 2021
Thursday, August 19, 2021
America’s IRA Experts honored for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward
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The Ins and Outs of IRAs with Ed Slott, CPA
Thursday, August 19, 2021
Saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
PORTFOLIO PERSPECTIVE Want to put bitcoin in your IRA? Why experts say you may want to rethink that
Monday, August 16, 2021
The entire cryptocurrency market climbed to more than $2 trillion over the weekend for the first time since mid-May.
Bitcoin, one of the more popular digital offerings, also surged to more than $48,000, though it has already lost some of those gains.
Pushing the Limits of Your Roth IRA
Monday, August 16, 2021
Christine Benz: Hi, I'm Christine Benz from Morningstar. How can you supersize your Roth IRA balance? Joining me to discuss the mega backdoor Roth IRA is author and tax-planning expert Ed Slott.
What are the Signs of a Stable Dividend?
Thursday, August 12, 2021
In this week’s podcast, Ben Johnson talks about the future of direct indexing, Christine Benz shares valuable tips for pre-retirees, David Harrell shows us how to find a stable dividend, and Ed Slott prepares investors for possible tax changes.
Prepping for Possible Tax Changes
Wednesday, August 11, 2021
Christine Benz: Hi, I'm Christine Benz from Morningstar. With prospective tax changes on the horizon, is now the right time to start gifting assets and pursuing other such strategies? Joining me to discuss that topic is tax- and retirement-planning expert Ed Slott.
Deciding between a traditional or a Roth 401(k)? Here’s what to consider
Thursday, August 5, 2021
When saving for retirement, investing in either a traditional 401(k) or a Roth 401(k) is a smart idea if your employer offers one. But they aren’t exactly the same. Each type comes with its own pros and cons.
IRA trustees wipe out an inherited IRA — their own
Monday, August 2, 2021
Imagine spending a lifetime building a retirement account only to have your beneficiaries lose it in one fell swoop: They mishandle the account, triggering tax on the entire inherited individual retirement account.
IRA Crackdown Talk in Congress Is All Bluster
Wednesday, July 28, 2021
IRA data released from the Joint Committee on Taxation revealing some mega-million dollar IRA and Roth IRA balances has set off alarm bells, with Congress citing shock and “abuse” and looking for something to do about this. But there is really no story here when you look at the numbers. This is a non-issue. Here’s why.
M Is For Money (with Rob Phelan) and E Is For Ed Slott’s Roth IRA Tips
Tuesday, July 20, 2021
F is for Fun. And we have a ton of fun today talking to Rob Phelan about his new children’s book M is for Money. He was inspired by reading with his own son and realizing there weren’t any books on the market that teach basic personal finance to kids. Even if you don’t have kids yourself, this book might be a great gift for a kid in your family. We also dive into financial literacy in general and why so few programs are successful. If you have any interest in improving the money habits of the people around you, we’ve got you covered.