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What's next after planning your retirement? Help your children and grandchildren plan for theirs - MarketWatch
2017-10-17

MarketWatchWhat's next after planning your retirement? Help your children and grandchildren plan for theirsMarketWatchMeiser is also a member of Ed Slott's Elite IRA Advisor Group. The views represented are not meant to be construed as advice. Moreover, it should not be assumed that this content serves as the receipt of, or a substitute for, personalized advice from ...

Tax Reform: Ending Forced Retirement Withdrawals - Cato Institute (blog)
2017-10-17

Tax Reform: Ending Forced Retirement WithdrawalsCato Institute (blog)In writing this study on savings, I came across a Wall Street Journal piece arguing for liberalizing the RMD rules. Accountant Ed Slott says that the “government should raise the age for required minimum distributions to at least 80—if not eliminate ...and more »

Retirement planning challenges under tax reform - InvestmentNews
2017-10-13

InvestmentNewsRetirement planning challenges under tax reformInvestmentNewsDuring retirement, clients may be counting on certain deductions to reduce their taxable income, but under the latest tax proposal some of the biggest deductions are on the chopping block. Advisers will have to address what might happen, before you ...and more »

Sandra Sunken: How to fix your overfunded account - Ventura County Star
2017-10-12

Ventura County StarSandra Sunken: How to fix your overfunded accountVentura County StarKeep track of your Roth IRA contributions, said Ed Slott, founder of Ed Slott & Company. And remember there is no age limit to add to your account, but there is an income limit. Video provided by TheStreet Newslook. Sandra-Sunken. SANDRA SUNKEN ...and more »

Once per year IRA rollover rule and how to avoid costly mistakes - AZ Big Media
2017-10-06

AZ Big MediaOnce per year IRA rollover rule and how to avoid costly mistakesAZ Big Media... IAR (Investment Adviser Representative) who holds the Series 65 securities license, is life and health insurance licensed in the state of Arizona and is a member of Ed Slott's Elite IRA Advisor Group™ and the National Association of Insurance and ...and more »

"The Bucket Plan: Protecting and Growing Your Assets for a Worry ... - Markets Insider
2017-10-04

"The Bucket Plan: Protecting and Growing Your Assets for a Worry ...Markets InsiderCLEVELAND, Oct. 4, 2017 /PRNewswire/ -- Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new ...and more »

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available at Hudson News - Markets Insider
2017-10-04

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available at Hudson NewsMarkets InsiderThe foreword of the book was written by Ed Slott, CPA, who has been recognized by The Wall Street Journal as "America's IRA Expert" and is a professional mentor to Smith. "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" ...and more »

Society for Financial Awareness Workshop: Retirement Income & Protecting Your Assets - TAPinto.net
2017-09-29

Society for Financial Awareness Workshop: Retirement Income & Protecting Your AssetsTAPinto.netHe is Board Certified in Estate Planning (BCE) from the Institute of Business and Finance and is a member of the Ed Slott Elite IRA Advisor Group. If you would like to register for any session, please call 732-752-1166 x6​ or stop by our Information ...

7 free ways to improve your personal finance planning - WRTV Indianapolis
2017-09-23

WRTV Indianapolis7 free ways to improve your personal finance planningWRTV IndianapolisAlso financial gurus such Dave Ramsey, Suze Orman, Clark Howard, Robert Kiyosaki (Rich Dad, Poor Dad), Ed Slott, David Bach and others have made their fortunes selling books, DVDs and other personal finance products to consumers. To boost their ...

Should You Make IRA Contributions After 65? - Morningstar.com
2017-09-21

Should You Make IRA Contributions After 65?Morningstar.comAs I was listening to my voicemail on a Saturday morning, I picked up a message from a relative. "Christine, I have some extra money to invest," she said. "I put some cash into my traditional IRA earlier this year, but this time I wonder if I should ...

Should You Make IRA Contributions After 65? - Morningstar - Morningstar.com
2017-09-21

Should You Make IRA Contributions After 65? - MorningstarMorningstar.comAs I was listening to my voicemail on a Saturday morning, I picked up a message from a relative. "Christine,and more »

Retirement benefits for military families - InvestmentNews
2017-09-14

InvestmentNewsRetirement benefits for military familiesInvestmentNewsVeterans Day is coming in November, and there are retirement benefits for current military members who could use financial help. Financial advisers should pass this information on to clients and friends who might benefit from one of these retirement ...

Can you save tax-free after 70 1⁄2 ? - Newsday
2017-09-13

Can you save tax-free after 70 1⁄2 ?NewsdayYou can also contribute earned income to a tax-free Roth IRA at any age, notes Ed Slott, a Rockville Centre tax accountant. Roth contributions aren't deductible, but if your taxable income is modest, tax deductions have limited value. THE BOTTOM LINE ...

Making a Living as a Freelancer? Here's How to Save for Retirement - Wall Street Journal (subscription)
2017-09-10

Wall Street Journal (subscription)Making a Living as a Freelancer? Here's How to Save for RetirementWall Street Journal (subscription)From Uber to Etsy to Lyft to Fiverr, more people are making their livelihood from freelancing. But directing a solo career—and not having a company-sponsored retirement plan—also means taking full responsibility for your retirement savings. And that ...and more »

People Hope to Work Later in Life. Here's the Reality - Wall Street Journal (subscription)
2017-09-07

Wall Street Journal (subscription)People Hope to Work Later in Life. Here's the RealityWall Street Journal (subscription)Unfortunately, this idea of joint or combined accounts and withdrawals is “a common misconception” among spouses, says Ed Slott, an IRA expert in Rockville Centre, N.Y. “Couples sometimes think that if all the income goes on the same joint tax return, ...and more »

People Hope to Work Later in Life. Here's the Reality - WSJ - Wall Street Journal (subscription)
2017-09-07

Wall Street Journal (subscription)People Hope to Work Later in Life. Here's the Reality - WSJWall Street Journal (subscription)People say they hope to keep earning income. But the facts tell a different story.

The bucket approach to securing your retirement - Chicago Tribune
2017-09-05

The bucket approach to securing your retirementChicago TribunePlanning for retirement is not easy. Many readers write me with their concerns, and one of the most common is that they won't have sufficient assets to provide the income they need for a retirement that may last 30 years or more. Another common ...

Here are 5 tips to an early retirement - AZ Big Media
2017-09-02

AZ Big MediaHere are 5 tips to an early retirementAZ Big MediaAre you ready for retirement? How much do you need to retire and still live the same lifestyle? When should you start saving? Most Americans surprisingly don't know the answer to these questions. And even more surprising is that one in every three ...

'The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement' Now Available on Amazon.com ... - Broadway World
2017-08-29

'The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement' Now Available on Amazon.com ...Broadway WorldThe foreword of the book was written by Ed Slott, CPA, who has been recognized by The Wall Street Journal as "America's IRA Expert," and is a professional mentor to Smith. "You'll learn more here than you would from most other retirement books," touts ...

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available on Amazon.com ... - Markets Insider
2017-08-29

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available on Amazon.com ...Markets InsiderThe foreword of the book was written by Ed Slott, CPA, who has been recognized by The Wall Street Journal as "America's IRA Expert," and is a professional mentor to Smith. "You'll learn more here than you would from most other retirement books," touts ...and more »

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