Newsroom View | Ed Slott and Company, LLC

Newsroom View

It's time to revisit the IRA trust. Here's why

Monday, March 1, 2021

IRA trusts may have lost some of their luster in the wake of the SECURE Act.

Under the act, long-term tax deferral is still permitted for certain IRA beneficiaries but others must empty the inherited account within 10 years. Beneficiaries of employer-sponsored qualified plans face the same new rules.


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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

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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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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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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