In The News
InvestmentNewsRoth IRAs: Supersaving for college - InvestmentNewsInvestmentNewsBy Ed Slott. Share. + Zoom. Roth IRAs for college? Why would anyone use a retirement account to save for education expenses when there are accounts specifically designed for that? Roth IRAs add several different education savings dimensions. Here are ...
InvestmentNewsRoth IRAs: Supersaving for collegeInvestmentNewsAnd if they wait until they're 591/2, any gains they earn on that $100,000 while it is in their Roth IRA can be withdrawn tax- and penalty-free. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA ...
Ask the expert - Itemlive.com: BusinessDaily ItemMore than 10,000 baby boomers retire each day, and most have retirement savings in an IRA, 401(k) and/or 403(b) and have questions. As a 7-year member of Ed Slott's Master Elite IRA Advisor Group™, I have access to information that can provide those ...and more »
InvestmentNewsLPL cracking down on brokers who collect retirement account fees from family ...InvestmentNewsReceiving fees and commissions from a family member's account is considered a prohibited transaction under ERISA rules guarding against self-dealing, but regulators have not been enforcing the rule, according to Ed Slott, an IRA expert at Ed Slott and Co.and more »
Fox BusinessWhy Your Retirement Is at Risk | Fox BusinessFox BusinessNationally recognized IRA expert Ed Slott argues when it comes to saving for retirement, the biggest mistake made involves taxes. He told FOX Business Network's Sandra Smith, “When you lose your retirement savings to taxes -- your never getting that ...and more »
Fox BusinessWhy Your Retirement Is at RiskFox BusinessNationally recognized IRA expert Ed Slott argues when it comes to saving for retirement, the biggest mistake made involves taxes. He told FOX Business Network's Sandra Smith, “When you lose your retirement savings to taxes -- your never getting that ...and more »
MarketWatchWhy you should save Roth IRA and HSA distributions for 2016MarketWatch... 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 Elite IRA Advisor Group. Securities offered through LPL Financial, Member FINRA/SIPC.
MarketWatchWhy you should save Roth IRA and HSA distributions for 2016 - MarketWatchMarketWatchPresident Barack Obama signs the Medicare Access CHIP Reauthorization Act 2015, commonly known as the "Doc Fix" bill. By. BrianVnak. Brian Vnak is a director of Integrated Advice Strategies at Wealth Enhancement Group, Minneapolis, helping clients ...
TIME3 Retirement Loopholes That Are Likely to CloseTIME There are plenty of tips and tricks to maximizing your retirement benefits, and more than a few are considered “loopholes” that taxpayers have been able to use to circumvent the letter of the law in order to pay less to the government. But as often ...
Financial-Planning.comRetirement Income: Smart Tax Strategies Financial-Planning.com For many clients, the two most important sources of retirement income are Social Security benefits and distributions from retirement accounts, including required minimum distributions after age 70 ½. But these two present a tax challenge for advisors.and more »
Wicked Local DuxburyINVESTORS, PLANS & MONEY: Summer reads can make you fiscally fitWicked Local DuxburyHe 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. He can be reached at ...and more »
Wicked Local PlymouthINVESTORS, PLANS & MONEY: Summer reads can make you fiscally fitWicked Local PlymouthBill Harris is a certified financial planner practitioner. He 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 ...and more »
MarketWatch3 ways to get retirement ready in your 20sMarketWatchCarlos 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 »
InvestmentNewsThe case for Roth IRA conversions for high-income clientsInvestmentNews With a Roth IRA, the client will no longer have to worry about the effect or uncertainty of future tax rates on their retirement income. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group ...and more »
What to Do When You Forget a Required IRA WithdrawalWall Street Journal The Internal Revenue Service grants most such requests for waivers, as long as the taxpayer took the distribution as soon as the error was discovered and has a decent explanation, says Ed Slott, a certified public accountant and individual retirement ...and more »
5 Facts to Consider When Relocating for RetirementNewsmax However, Ed Slott of the Wall Street Journal recommends not considering only tax benefits when making this move. Many retirees may move to a tax-friendly state that is far from family. Think about cost and ease of travel, especially around busy holidays.
Ed Slott and 10 bad things that can happen where there is no designated ...LifeHealthPro Ed Slott was there to preside over the event and provide advisors with IRA training. Other presenters during the course were Jeff Levine, CPA, and Beverly DeVeny, both technical consultants with Ed Slott and Company. If you've heard Slott speak at an ...
Financial-Planning.comIRA Rollover Goofs to AvoidFinancial-Planning.com Most taxpayers likely believe that having a team of professionals on their side should prevent mistakes from occurring during an IRA rollover. However, a recent IRS ruling shows some of the significant failures that can happen despite having this kind ...and more »