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Taking advantage of a Roth IRA through the 'back door' - Gazettextra
2018-05-24

Taking advantage of a Roth IRA through the 'back door'GazettextraThe advantages of a Roth IRA are well known. Income earned in a Roth IRA is tax free. Roth IRA owners are not subject to required minimum distributions from the account. They can make contributions to the account after age 70½—something you can't do ...and more »

Divorce 2019: How to use IRAs and 401(k)s to ease future alimony planning - InvestmentNews
2018-05-11

InvestmentNewsDivorce 2019: How to use IRAs and 401(k)s to ease future alimony planningInvestmentNewsUnder The Tax Cuts and Jobs Act, alimony will not be tax-deductible when paid under divorce and separation agreements executed in 2019 and later. And alimony will be tax-free to recipients. This turnaround from the current treatment of alimony, ...and more »

The Need for Tax-Efficient Retirement Strategies - FedSmith.com
2018-05-08

FedSmith.comThe Need for Tax-Efficient Retirement StrategiesFedSmith.comThe following is an excerpt from Ed Slott and Company's February 2018 newsletter: The new law is the first major rewrite of the tax code in three decades, reducing personal tax rates to historically low levels. In light of the growing fiscal deficits ...

The Kiddie Tax Grows Up: Beware The IRA Trap - Forbes
2018-05-08

ForbesThe Kiddie Tax Grows Up: Beware The IRA TrapForbesThat sounds oddly precocious, until you learn that his mom is the longtime managing partner at the firm of IRA master Ed Slott. As a child, Levine listened to Slott's radio show with his granddad, who was primed to phone in questions if real callers ...

In the Absence of Price, It Comes Down to Value - TAPinto.net
2018-05-01

TAPinto.netIn the Absence of Price, It Comes Down to ValueTAPinto.netAdd Roth IRA planning strategies to convert your money from forever tax to NEVER tax. Walter Pardo is an active member of Ed Slott's Master Elite IRA Advisor Group, and CEO of Wealth Financial Partners & WFP Tax Partners 22 Church Street in the Liberty ...and more »

INVESTORS, PLANS & MONEY: Plan your advisor turnover - Wicked Local
2018-04-27

Wicked LocalINVESTORS, PLANS & MONEY: Plan your advisor turnoverWicked LocalHe is the chairman 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: Plan your advisor turnover - News ... - Wicked Local
2018-04-27

Wicked LocalINVESTORS, PLANS & MONEY: Plan your advisor turnover - News ...Wicked LocalThe horror Sweden endured for decades ended with a horn blast at 4:50 a.m. on Sept. 3, 1967.and more »

Ed Slott and Company's "Instant IRA Success" eSeminar Now ... - Markets Insider
2018-04-26

Ed Slott and Company's "Instant IRA Success" eSeminar Now ...Markets InsiderNEW YORK, April 26, 2018 /PRNewswire/ -- Ed Slott and Company, the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys, has made its "Instant IRA Success" eSeminar available on demand, allowing financial ...and more »

Ed Slott and Company's "Instant IRA Success" eSeminar Now Available On Demand - Markets Insider
2018-04-26

Ed Slott and Company's "Instant IRA Success" eSeminar Now Available On DemandMarkets InsiderNEW YORK, April 26, 2018 /PRNewswire/ -- Ed Slott and Company, the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys, has made its "Instant IRA Success" eSeminar available on demand, allowing financial ...and more »

Ed Slott and Company's "Instant IRA Success" eSeminar Now Available On Demand - PR Newswire (press release)
2018-04-26

Ed Slott and Company's "Instant IRA Success" eSeminar Now Available On DemandPR Newswire (press release)NEW YORK, April 26, 2018 /PRNewswire/ -- Ed Slott and Company, the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys, has made its "Instant IRA Success" eSeminar available on demand, allowing financial ...and more »

Ed Slott and Company's 'Instant IRA Success' eSeminar Now ... - PR Newswire (press release)
2018-04-26

Ed Slott and Company's 'Instant IRA Success' eSeminar Now ...PR Newswire (press release)NEW YORK, April 26, 2018 /PRNewswire/ -- Ed Slott and Company, the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys, has made its "Instant IRA Success" eSeminar available on demand, allowing financial ...Ed Slott and Company's "Instant IRA Success" eSeminar Now Available On DemandMarkets Insiderall 2 news articles »

How Much Can You Contribute to a Roth IRA for 2018? - Nasdaq
2018-04-23

NasdaqHow Much Can You Contribute to a Roth IRA for 2018?NasdaqEd Slott, who is a CPA and an IRA expert in Rockville Centre, N.Y., recommends Roth IRAs for savers of all ages. But, he adds, "the younger you are when you start investing in one, the more advantageous it'll be because that creates more time for your ...

How Much Can You Contribute to a Roth IRA for 2018? - Kiplinger's Personal Finance
2018-04-22

Kiplinger's Personal FinanceHow Much Can You Contribute to a Roth IRA for 2018?Kiplinger's Personal FinanceEd Slott, who is a CPA and an IRA expert in Rockville Centre, N.Y., recommends Roth IRAs for savers of all ages. But, he adds, "the younger you are when you start investing in one, the more advantageous it'll be because that creates more time for your ...and more »

Roth IRA Contribution Limits Income Limits 2018 - Kiplinger - Kiplinger's Personal Finance
2018-04-22

Kiplinger's Personal FinanceRoth IRA Contribution Limits Income Limits 2018 - KiplingerKiplinger's Personal FinanceThe Roth IRA contribution limit is $5500. If you are 50 or older, you can save $6500 including a $1000 catch-up contribution. Income limits apply.and more »

So You Want to Start a Travel Business in Retirement - Wall Street Journal
2018-04-20

Wall Street JournalSo You Want to Start a Travel Business in RetirementWall Street JournalThe transfer “must be a direct gift to the charitable organization, and not to another supporting organization that makes the gift,” notes Ed Slott, an IRA expert in Rockville Centre, N.Y. In this case, Schwab would be considered a “supporting ...

Rules for beneficiaries of inherited IRAs - Gazettextra
2018-04-19

Investor's Business DailyRules for beneficiaries of inherited IRAsGazettextraFor more information on IRA strategies, I recommend the books of Ed Slott. Elliot Raphaelson accepts questions and comments at eval(unescape('%64%6f%63%75%6d%65%6e%74%2e%77%72%69%74%65%28%27%3c%61%20%68%72%65%66%3d%22%6d%61%69%6c%74%6f%3a%72%61%70%68%65%6c%6c%69%6f%74%40%67%6d%61%69%6c%2e%63%6f%6d%22%3e%72%61%70%68%65%6c%6c%69%6f%74%40%67%6d%61%69%6c%2e%63%6f%6d%3c%2f%61%3e%27%29%3b')). Facebook · Twitter · Email; Print; Save. GazetteXtra.com does not condone or review every comment. Read ...Backdoor Roth IRA Offers Loophole For Tax-Free Retirement IncomeInvestor's Business Dailyall 2 news articles »

Rules for beneficiaries of inherited IRAs | Home Money | gazettextra ... - Gazettextra
2018-04-19

Investor's Business DailyRules for beneficiaries of inherited IRAs | Home Money | gazettextra ...GazettextraIn a previous column I discussed the importance of naming beneficiaries of IRAs. In this column, I'll discuss issues affecting those who inherit IRAs as named beneficiaries.Backdoor Roth IRA Offers Loophole For Tax-Free Retirement IncomeInvestor's Business Dailyall 2 news articles »

Want Tax-Free Retirement Income? Try This 'Backdoor' Loophole - Investor's Business Daily
2018-04-19

USA TODAYWant Tax-Free Retirement Income? Try This 'Backdoor' LoopholeInvestor's Business DailyTaxpayers who had shied away from using backdoor IRAs for fear of running afoul of the IRS now have a clear path to using this strategy to create Roth IRAs — whose key trait is that you can take withdrawals tax-free after five years and after reaching ...wfaa.com | Tax planning: Now that 2017 return is filed, consider ...WFAA.comTax planning: Now that 2017 return is filed, consider these tips for the rest of the yearWZZM13.comall 2 news articles »

Tax planning: Now that 2017 return is filed, consider these tips for the rest of the year - WFMYNews2.com
2018-04-19

Tax planning: Now that 2017 return is filed, consider these tips for the rest of the yearWFMYNews2.comHowever, with the stock market flat to lower, now might be a reasonable time for that. Also, thanks to tax reform, ordinary income-tax rates have been shaved, so the tax bite could be a bit smaller than in the past. If you decide to do a Roth ...and more »

Tax planning: Now that 2017 return is filed, consider these tips for the rest of the year - WZZM13.com
2018-04-19

WZZM13.comTax planning: Now that 2017 return is filed, consider these tips for the rest of the yearWZZM13.comHowever, with the stock market flat to lower, now might be a reasonable time for that. Also, thanks to tax reform, ordinary income-tax rates have been shaved, so the tax bite could be a bit smaller than in the past. If you decide to do a Roth ...Tips for making 2018 taxes easier to file, more lucrative - USA TodayUSA TODAYall 1 news articles »

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