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3 Retirement Loopholes That Are Likely to Close - TIME
2015-06-30

TIME3 Retirement Loopholes That Are Likely to CloseTIMEThere 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 ...Three retirement loopholes seen likely to closePhillyVoice.comRetirement Income: Smart Tax StrategiesFinancial-Planning.comall 31 news articles »

Three retirement loopholes seen likely to close - PhillyVoice.com
2015-06-30

PhillyVoice.comThree retirement loopholes seen likely to closePhillyVoice.com"Congress never imagined the IRA to be an estate-planning vehicle," said Ed Slott, a certified public accountant and author of "Ed Slott's 2015 Retirement Decisions Guide." Most recent tax-related bills have included a provision to kill the stretch IRA ...Retirement Income: Smart Tax StrategiesFinancial-Planning.comall 26 news articles »

Retirement Income: Smart Tax Strategies - Financial-Planning.com
2015-06-29

Financial-Planning.comRetirement Income: Smart Tax StrategiesFinancial-Planning.comFor 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 »

Three Retirement Loopholes Seen Likely to Close - Newsmax
2015-06-29

Three Retirement Loopholes Seen Likely to CloseNewsmax"Congress never imagined the IRA to be an estate-planning vehicle," said Ed Slott, a certified public accountant and author of "Ed Slott's 2015 Retirement Decisions Guide." Most recent tax-related bills have included a provision to kill the stretch IRA ...and more »

Three retirement loopholes seen likely to close - The Fiscal Times
2015-06-29

Three retirement loopholes seen likely to closeThe Fiscal TimesLOS ANGELES (Reuters) - 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 ...and more »

COLUMN-Three retirement loopholes seen likely to close - Reuters
2015-06-29

COLUMN-Three retirement loopholes seen likely to closeReuters"Congress never imagined the IRA to be an estate-planning vehicle," said Ed Slott, a certified public accountant and author of "Ed Slott's 2015 Retirement Decisions Guide." Most recent tax-related bills have included a provision to kill the stretch IRA ...and more »

INVESTORS, PLANS & MONEY: Summer reads can make you fiscally fit - Wicked Local Kingston
2015-06-28

INVESTORS, PLANS & MONEY: Summer reads can make you fiscally fitWicked Local KingstonBill 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 »

INVESTORS, PLANS & MONEY: Summer reads can make you fiscally fit - Wicked Local Wareham
2015-06-28

Wicked Local WarehamINVESTORS, PLANS & MONEY: Summer reads can make you fiscally fitWicked Local WarehamBill 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 »

INVESTORS, PLANS & MONEY: Summer reads can make you fiscally fit - Wicked Local Plymouth
2015-06-28

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 »

INVESTORS, PLANS & MONEY: Summer reads can make you fiscally fit - Wicked Local Plympton
2015-06-28

INVESTORS, PLANS & MONEY: Summer reads can make you fiscally fitWicked Local PlymptonBill 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 ...

3 ways to get retirement ready in your 20s - MarketWatch
2015-06-22

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 »

The case for Roth IRA conversions for high-income clients - InvestmentNews
2015-06-15

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 »

Should you get a part-time job in retirement? - MarketWatch
2015-06-10

MarketWatchShould you get a part-time job in retirement?MarketWatchBrian 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 »

Fundraisers push for IRA charitable rollover - allvoices
2015-06-09

Fundraisers push for IRA charitable rolloverallvoicesFundraisers hope Congress will give a boost to a nearly 10-year-old mechanism for planned giving. Pending federal legislation would make permanent and expand the IRA charitable rollover. The Council on Foundations calls the rollover “a valuable ...

Riquier completes technical training - Daily Item
2015-06-04

Riquier completes technical trainingDaily ItemAs a part of his commitment to expanding and maintaining his IRA knowledge, Thomas T. Riquier completed several days of advanced technical training in Denver, Colo., with Ed Slott and Company.and more »

Why Jennifer Garner and Ben Affleck shouldn't rush into divorce - MarketWatch
2015-06-02

MarketWatchWhy Jennifer Garner and Ben Affleck shouldn't rush into divorceMarketWatchCommitted to upholding the highest standards in the industry, Joe is a member of the Ed Slott Master Elite IRA Advisor Group and the National Ethics Bureau. As the host of "Secured Retirement Radio," he can be heard on Twin Cities News Talk AM1130 ...and more »

In Hunt for Higher Profits, a New Frontier for Wealth Management - On Wall Street
2015-06-01

In Hunt for Higher Profits, a New Frontier for Wealth ManagementOn Wall StreetIn late December 2012, Adam E. Carlin, a private wealth advisor at Morgan Stanley, got a call from a wealthy client: He needed to liquidate $5 million of assets to put into a family entity for estate planning purposes, and he needed to do it before the ...

What to Do When You Forget a Required IRA Withdrawal - Wall Street Journal
2015-05-31

 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 »

TPMs Find New Markets at Big Banks - BankInvestmentConsultant.com
2015-05-31

TPMs Find New Markets at Big BanksBankInvestmentConsultant.comThird-party broker-dealers are licking their chops. A new market is opening up for them that just a few years ago was firmly closed. The new market is made up of banks and credit unions that still own their broker-dealer operations. Faced with mounting ...

5 Facts to Consider When Relocating for Retirement - Newsmax
2015-05-29

 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.

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