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It pays to know the quirks in the tax code

Tuesday, December 11, 2018

If you use a financial adviser or accountant, understand that even they might not be up to speed on the best IRA tax strategies. It pays to educate yourself, and one of the best resources is Ed Slott (IRAhelp.com). In many of his articles, he points out aspects of the IRA tax code that are known by very few IRA investors. Here are some of these regulations that you should be aware of.

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The Tax Benefits of Donating to Charity

Monday, September 24, 2018

First, by making the donation, you avoid any long-term capital gains tax on the asset. "That will help you reduce your taxable income," says Ed Slott, a CPA who educates financial advisers on IRA and retirement planning strategies. 

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Naming trusts as IRA beneficiaries

Tuesday, September 18, 2018

IRA expert Ed Slott makes an important point regarding naming trusts as IRA beneficiaries. “There is no tax benefit that can be gained with a trust that cannot be gained without one.”

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