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INVESTORS, PLANS & MONEY: Great books for book nerds - Wicked Local Carver
2017-06-28

Wicked Local CarverINVESTORS, PLANS & MONEY: Great books for book nerdsWicked Local CarverHe is the president of 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 people to see their ...and more »

INVESTORS, PLANS & MONEY: Great books for book nerds - Wicked Local Plymouth
2017-06-28

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Great books for book nerdsWicked Local PlymouthHe is the president of 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 people to see their ...and more »

INVESTORS, PLANS & MONEY: Great books for book nerds - Wicked Local Wareham
2017-06-28

Wicked Local WarehamINVESTORS, PLANS & MONEY: Great books for book nerdsWicked Local WarehamHe is the president of 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 people to see their ...and more »

People & changes: Hirings, promotions and movements of Polk business people - The Ledger
2017-06-26

The LedgerPeople & changes: Hirings, promotions and movements of Polk business peopleThe LedgerRagnar A. Mossberg, of the local retirement planning firm Assured Retirement Solutions and a member of Ed Slott's Master Elite IRA Advisor Group, hosted a retirement roundtable seminar at Arabella's Ristorante in downtown Winter Haven June 29.and more »

Planning Roth conversions during tax reform uncertainty - InvestmentNews
2017-06-23

InvestmentNewsPlanning Roth conversions during tax reform uncertaintyInvestmentNewsWhat will 2017 or even 2018 tax rules look like? Going into summertime it's starting to look like any major tax reform may not be effective until 2018. One thing is for sure, though: Roth conversions will be affected, both the conversions already done ...

INVESTORS, PLANS & MONEY: Keep it simple - Wicked Local Carver
2017-06-21

Wicked Local CarverINVESTORS, PLANS & MONEY: Keep it simpleWicked Local CarverHe is the president of 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 people to see their ...and more »

Beware the Impact on RMDs When Reversing a Roth IRA ... - Nasdaq - Nasdaq
2017-06-21

NasdaqBeware the Impact on RMDs When Reversing a Roth IRA ... - NasdaqNasdaqYes. Your required minimum distributions are based on your traditional IRA balance at the end of the previous year. When you convert traditional IRA money to a ...and more »

Beware the Impact on RMDs When Reversing a Roth IRA Conversion - Nasdaq
2017-06-21

NasdaqBeware the Impact on RMDs When Reversing a Roth IRA ConversionNasdaq"If all or a portion of the conversion is reversed, an adjustment to the December 31, 2016, balance needs to be made, thus increasing the 2017 RMD," says Jeffrey Levine, chief retirement strategist for Ed Slott and Co., an IRA consulting firm. Say, for ...and more »

Making a financial plan - MyCentralJersey.com
2017-06-20

MyCentralJersey.comMaking a financial planMyCentralJersey.comHe is part of Ed Slott's Master IRA Advisory GroupSM, the Infinite Banking Institute and the Wealth and Wisdom Institute, and is also a member of the board of directors and second chairman-elect for the New Jersey Better Business Bureau. O'Connell is ...

Beware the Impact on RMDs When Reversing a Roth IRA Conversion - Kiplinger Personal Finance
2017-06-20

Kiplinger Personal FinanceBeware the Impact on RMDs When Reversing a Roth IRA ConversionKiplinger Personal Finance“If all or a portion of the conversion is reversed, an adjustment to the December 31, 2016, balance needs to be made, thus increasing the 2017 RMD,” says Jeffrey Levine, chief retirement strategist for Ed Slott and Co., an IRA consulting firm. Say, for ...

When it comes to retirement, don't just wing it - MarketWatch
2017-06-19

When it comes to retirement, don't just wing itMarketWatchAnd if you're wondering, there is no formal definition of “still working,” notes Ed Slott, an IRA expert in Rockville Centre, N.Y. The employment can be part time or full time. If you are able to postpone required withdrawals, your first RMD would be ...

A target-date fund for retirees who aren't sure how to invest — and need to take RMDs - MarketWatch
2017-06-14

MarketWatchA target-date fund for retirees who aren't sure how to invest — and need to take RMDsMarketWatch“As with most retirement strategies, there is an audience for this type of investment,” said Beverly DeVeny, the chief IRA Analyst at Ed Slott & Company. “It would be good for an unsophisticated individual or one who is having trouble managing ...

Beware of Winging Your Retirement - Wall Street Journal (subscription)
2017-06-09

Wall Street Journal (subscription)Beware of Winging Your RetirementWall Street Journal (subscription)And if you're wondering, there is no formal definition of “still working,” notes Ed Slott, an IRA expert in Rockville Centre, N.Y. The employment can be part time or full time. If you are able to postpone required withdrawals, your first RMD would be ...

7 smart ways every 30-something should be saving for retirement - Business Insider
2017-05-29

Business Insider7 smart ways every 30-something should be saving for retirementBusiness InsiderWhich one's best for you? Ed Slott, author of “Your Complete Retirement Planning Road Map,” believes that everybody should open a Roth if they can. That's because you save with after-tax dollars but the earnings on your investments grow tax-free forever.and more »

The appeal and pitfalls of holding unconventional assets in retirement accounts - InvestmentNews
2017-05-27

InvestmentNewsThe appeal and pitfalls of holding unconventional assets in retirement accountsInvestmentNewsRetirement investors and advisers concerned about generating income later in life amid a gloomy forecast for stocks and bonds may be eying more unconventional asset classes as a way to juice returns and diversify portfolios. While there may be benefits ...

Think About the 4 Pillars of Retirement Instead of Just Income - Kiplinger Personal Finance
2017-05-25

Kiplinger Personal FinanceThink About the 4 Pillars of Retirement Instead of Just IncomeKiplinger Personal Finance“If all or a portion of the conversion is reversed, an adjustment to the December 31, 2016, balance needs to be made, thus increasing the 2017 RMD,” says Jeffrey Levine, chief retirement strategist for Ed Slott and Co., an IRA consulting firm. Say, for ...and more »

IRA beneficiaries: How you designate them can affect inheritance - Newsday
2017-05-24

IRA beneficiaries: How you designate them can affect inheritanceNewsdayWhen designating more than one IRA beneficiary, it's very important to specify how much each is to receive, says Ed Slott, a Rockville Centre IRA expert. He recalls a mother who left her IRA to her six children, listing only their names on her ...

Here's why you need to start planning your retirement, even in your 20s - Yahoo Finance UK
2017-05-19

Here's why you need to start planning your retirement, even in your 20sYahoo Finance UKThe first thing that should be considered when it comes down to your savings according to retirement expert Ed Slott is saving for your retirement. He urged the importance of starting early as well as not trying to use money from the savings you have made.

The pros and cons of retiring in a college town - MarketWatch
2017-05-17

MarketWatchThe pros and cons of retiring in a college townMarketWatchAt that point, the original IRA is considered to be your mother's IRA, as if she contributed all the funds, says Ed Slott, an IRA expert in Rockville Centre, N.Y. So, technically—even though your mother inherited the account—she isn't considered a ...

Under 60? Here's Why You Need An Online Social Security Account - Forbes
2017-05-09

ForbesUnder 60? Here's Why You Need An Online Social Security AccountForbes“It really is amazing to see your entire life's earnings on one-half of a page,” says Ed Slott, a CPA and retirement expert in Rockville Centre, N.Y. In his case, that spanned from a $254 entry posted in 1970 to last year's income already picked up by ...and more »

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