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It used to be that Americans with tax-favored retirement plans focused mainly on how to get money into them. Now, savers are more and more concerned with when and how much must be withdrawn—including at death or after.

With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more!

With tax season heating up, and Build Back Better twisting in the wind, it's a perfect time to chat with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. We'll spend this weekend talking about tax prep, Roth IRAs, capital gains and more!

A lot of inherited IRA owners are in for a surprise.

NEW YORK, Feb. 24, 2022 /PRNewswire/ -- "Ed Slott's Retirement Freedom!", a new public television special that educates viewers on key retirement savings strategies to have more, keep more and make their money last, is now airing on public television stations throughout the country. Those who wish to tune in should check their local listings in their area.

Tax time has rolled around again, and tax and IRA specialist Ed Slott of Ed Slott & Co. has plenty of advice for advisors. First and foremost, he told ThinkAdvisor in a recent interview, now’s the time for advisors to “communicate to clients that you add value beyond your core capability” by advising them on tax issues.

Advisors, Slott said, “do a pretty good job on investing and rebalancing and all that stuff, that’s kind of baked into the cake.”

I would like to see you write, and warn your readers, about Medicare surcharges. I was insufficiently aware of the impacts. Perhaps you can cushion the shock for others.