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3 mistakes to avoid in your first 3 years of retirement - MarketWatch
2016-02-05

MarketWatch3 mistakes to avoid in your first 3 years of retirementMarketWatchBrian Vnak is a director of Integrated Advice Strategies at Wealth Enhancement Group, Minneapolis, helping clients develop and implement sophisticated financial, tax and estate solutions. Brian is a CFP® professional, a CPA, and a member of Ed Slott's ...and more »

4 important retirement account changes for 2016 - MarketWatch
2016-02-05

4 important retirement account changes for 2016MarketWatchCarlos is a Registered Financial Consultant, Certified in Long-Term Care and a member of Ed Slott's Elite IRA Advisor Group. He has become a point of reference and resource to Elder/Estate Planning Attorneys and CPA's and has taught them unique and ...and more »

Market volatility signals it's time to take another look at Roth conversions - InvestmentNews
2016-02-04

InvestmentNewsMarket volatility signals it's time to take another look at Roth conversionsInvestmentNewsFor those who have done a Roth conversion since the beginning of 2016, Jeffrey Levine, chief retirement strategist at Ed Slott & Co., recommends investors wait until around mid-November this year to decide to re-characterize, given these timing rules.and more »

Why 70 Is the Pivotal Age for Retirement Planning - Morningstar.com
2016-02-04

Why 70 Is the Pivotal Age for Retirement PlanningMorningstar.comChristine Benz: Hi, I'm Christine Benz for Morningstar.com. The first baby boomer turned 70 in early 2016. Joining me to discuss why age 70 is such a pivotal age for retirement planning is retirement expert Ed Slott. Ed, thank you so much for being here.

California unveils blueprint for payroll-deduction IRA - San Francisco Chronicle
2016-02-03

California unveils blueprint for payroll-deduction IRASan Francisco ChronicleBut “no matter how simple they say it's going to be, I think it's another burden on a small business,” said Ed Slott, who makes a living explaining IRAs to financial advisers. “It reminds of the time they came out with the Simple IRA,” which was ...

Regal Group, Inc's Ben Rolfes Accepted Into Ed Slott's Elite IRA Advisor Group™ - PR Web (press release)
2016-02-03

Regal Group, Inc's Ben Rolfes Accepted Into Ed Slott's Elite IRA Advisor Group™PR Web (press release)Regal Group, Inc. is proud to announce that Ben Rolfes has been accepted into the nation's most exclusive group of financial advisors — Ed Slott's Elite IRA Advisor Group™. Ed Slott's Elite IRA Advisor Group™ is a group of financial advisors ...and more »

The Age Cutoff for IRA Contributions - Nasdaq
2016-02-02

NasdaqThe Age Cutoff for IRA ContributionsNasdaq"It all depends on whether you were born before, on or after July 1," says Jeffrey Levine, chief retirement strategist for Ed Slott and Co., which provides IRA advice. Because your birthday is before July 1, you won't be able to make a traditional IRA ...and more »

IRA Giving Goes Permanent - Financial-Planning.com
2016-02-01

Financial-Planning.comIRA Giving Goes PermanentFinancial-Planning.comLawmakers' approvals at the end of 2015 ONCE again brought qualified charitable distributions back to life. What is different this time is that this valuable tool for charitably minded holders of IRAs is now available permanently. This ends years of ...

IRA Charitable Giving Goes Permanent - Financial-Planning.com
2016-02-01

Financial-Planning.comIRA Charitable Giving Goes PermanentFinancial-Planning.comLawmakers' approvals at the end of 2015 once again brought qualified charitable distributions back to life. What is different this time is that this valuable tool for charitably minded holders of IRAs is now available permanently. This ends years of ...and more »

INVESTORS, PLANS & MONEY: Don't ignore 1099s" - Wicked Local Marion
2016-01-31

INVESTORS, PLANS & MONEY: Don't ignore 1099s"Wicked Local MarionHe is a member of the board of directors for the Financial Planning Association of Massachusetts and an Ed Slott Elite IRA Advisor. He is a co-founder and principal of WH Cornerstone Investments in Duxbury and Kingston, a firm dedicated to empowering ...and more »

INVESTORS, PLANS & MONEY: Don't ignore 1099s" - Wicked Local
2016-01-31

Wicked LocalINVESTORS, PLANS & MONEY: Don't ignore 1099s"Wicked LocalHe is a member of the board of directors for the Financial Planning Association of Massachusetts and an Ed Slott Elite IRA Advisor. He is a co-founder and principal of WH Cornerstone Investments in Duxbury and Kingston, a firm dedicated to empowering ...and more »

INVESTORS, PLANS & MONEY: Don't ignore 1099s" - Wicked Local Halifax
2016-01-31

Wicked Local HalifaxINVESTORS, PLANS & MONEY: Don't ignore 1099s"Wicked Local HalifaxHe is a member of the board of directors for the Financial Planning Association of Massachusetts and an Ed Slott Elite IRA Advisor. He is a co-founder and principal of WH Cornerstone Investments in Duxbury and Kingston, a firm dedicated to empowering ...and more »

Track dates to save clients from new, big IRS fees - InvestmentNews
2016-01-31

Track dates to save clients from new, big IRS feesInvestmentNewsAlert all your clients to these deadlines, since the cost to even try to fix these problems later has now become prohibitive. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be ...

“Thinking Outside the Money Box,” An Amazon Best-Selling Book is Free For One More Day (01/29/2016) - WebWire (press release)
2016-01-28

WebWire (press release)“Thinking Outside the Money Box,” An Amazon Best-Selling Book is Free For One More Day (01/29/2016)WebWire (press release)-Ed Slott, CPA Retirement expert and Founder of www.irahelp.com and www.theslottreport.com “'Thinking Outside the Money Box' will help baby boomers make a critical shift in the way they think about money. As boomers move from the accumulation phase ...

Teacher: Principal pushed 6 to 10 students out of bus' path - Yahoo! Maktoob News
2016-01-27

Yahoo! Maktoob NewsTeacher: Principal pushed 6 to 10 students out of bus' pathYahoo! Maktoob NewsNow watching Up next. Why 70 Is the Pivotal Age for Retirement Planning. For retirees, everything changes when they must begin tapping their tax-deferred retirement accounts, says retirement expert Ed Slott. 4.. Schools in Flagstaff on a two-hour delay.

Tax Tips for a Down Market - Wall Street Journal
2016-01-22

Wall Street JournalTax Tips for a Down MarketWall Street JournalIf you go this route, says IRA expert Ed Slott, a CPA who practices in Rockville Centre, N.Y., be sure to segregate the money in a dedicated Roth account until it is clear you won't reverse the conversion. That will allow you to preserve benefits and ...

One Move You Can Still Make to Cut Your 2015 Taxes - The Fiscal Times
2016-01-21

The Fiscal TimesOne Move You Can Still Make to Cut Your 2015 TaxesThe Fiscal Times“The problem then is that it can then become tempting to take money out of your retirement account,” says Ed Slott, author of the retirement-planning books Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s and The Retirement Savings Time ...and more »

To cut tax bill, should you time your RMD based on the stock market? - USA TODAY
2016-01-21

USA TODAYTo cut tax bill, should you time your RMD based on the stock market?USA TODAYA: You've posed an interesting question, says Jeffrey Levine, an IRA technical consultant with Ed Slott and Co. in Rockville Centre, N.Y. Is there a market timing element when it comes to taking an RMD? “I suppose that to a very minor degree, the ...

7 crucial IRA tax planning strategies - InvestmentNews
2016-01-20

InvestmentNews7 crucial IRA tax planning strategiesInvestmentNewsWealthy clients — the ones coveted by advisers — aren't looking for the next hot stock tip, but are rather looking for their advisers to protect the assets they've accumulated, Ed Slott, certified public accountant at Ed Slott and Co., said this week ...

Nearly all Detroit schools closed due to teachers' sickout - Yahoo News
2016-01-20

Yahoo NewsNearly all Detroit schools closed due to teachers' sickoutYahoo NewsNow watching Up next. Why 70 Is the Pivotal Age for Retirement Planning. For retirees, everything changes when they must begin tapping their tax-deferred retirement accounts, says retirement expert Ed Slott. 3.. Schools in Flagstaff on a two-hour delay.and more »

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