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Tax and IRA expert Ed Slott shares tips for earning a tax break on charitable contributions.

Financial advisors have a slew of new retirement and estate tax planning opportunities to capitalize on in 2023. Hit the ground running by communicating these ideas to your clients early in the year. Timing is everything, and that’s especially true when it comes to tax planning.

Tax and IRA expert Ed Slott discusses the benefits of selling depreciated securities, along with must-knows about the wash-sale rule and cost-basis elections.

Tax and IRA expert Ed Slott says that people taking required minimum distributions may have a bit of sticker shock this year.

Funds held in individual retirement accounts are without question the best assets to give to charity. Since IRAs are loaded with taxes, why not help clients relieve that tax burden by using the IRA for charitable giving now? Show clients who regularly give to charity how to use their IRA for those gifts.

Tax and IRA expert Ed Slott on when conversions can result in the greatest tax savings—and what to know before you execute them.

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. 

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.