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Business Achievements Business Achievements 8/29/16 - Bloomington Pantagraph
2016-08-29

Bloomington PantagraphBusiness Achievements Business Achievements 8/29/16Bloomington PantagraphGibson was invited by Clint Arthur, a leadership and performance expert from the Wharton School of Business, who saw Gibson at a two-day biannual training from America's IRA Experts with Ed Slott and Company LLC in Atlanta, Ga., in May 2016.

Wealth Adviser Daily Briefing: IRS Gives a Gift, Obama Nudges States on Retirement Plans - Wall Street Journal (blog)
2016-08-26

Wealth Adviser Daily Briefing: IRS Gives a Gift, Obama Nudges States on Retirement PlansWall Street Journal (blog)People have lost retirement accounts because they were unaware of the 60-day limit,” Ed Slott, an IRA expert who practices in Rockville Centre, N.Y., told the WSJ. Below, some of the best analysis and insight from WSJ writers and columnists, and beyond ...

IRS gives break to people who miss IRA rollover window - San Francisco Chronicle
2016-08-25

San Francisco ChronicleIRS gives break to people who miss IRA rollover windowSan Francisco ChronicleMost of these excuses could be claimed in a private letter ruling, but now they are more explicit, said Jeff Levine, chief retirement strategist with Ed Slott and Co. The revenue procedure includes a sample letter you can file with the trustee or ...all 9 news articles »

Late in Rolling Over Your 401(k)? It's No Longer a Big Problem - Wall Street Journal
2016-08-25

Wall Street JournalLate in Rolling Over Your 401(k)? It's No Longer a Big ProblemWall Street JournalPeople have lost retirement accounts because they were unaware of the 60-day limit,” said Ed Slott, an IRA expert who practices in Rockville Centre, N.Y.. The new procedure applies to retirement-account holders who take possession of assets during a ...and more »

Health savings accounts are a great back-door way to fund your retirement - CNBC
2016-08-19

CNBCHealth savings accounts are a great back-door way to fund your retirementCNBC... withdrew $11.8 billion, according to Devenir. "People think, 'I put the money in there for health expenses. I have a health issue, so I'll use the money now,'" said Jeffrey Levine, chief retirement strategist at Ed Slott & Co. "That isn't the most ...and more »

Don't use your health savings account funds right away - CNBC.com - CNBC
2016-08-19

CNBCDon't use your health savings account funds right away - CNBC.comCNBCHealth savings accounts are hot, thanks to employers' use of high-deductible health plans. Are you getting the biggest bang for your buck in your HSA?and more »

Using Roth 401(k)s to 'Supersize' Retirement Savings: Ed Slott - ThinkAdvisor
2016-08-11

ThinkAdvisorUsing Roth 401(k)s to 'Supersize' Retirement Savings: Ed SlottThinkAdvisorYounger workers are increasingly attracted to Roth IRAs, but Roth 401(k)s allow them to save even more, IRA expert Ed Slott says.and more »

Avoid this disastrous IRA blunder - Financial Planning
2016-08-08

Financial PlanningAvoid this disastrous IRA blunderFinancial PlanningEd Slott is the author of many books on IRAs. Steve's advisers joined another firm and became affiliated with a different custodian. Steve met with his advisers and decided to transfer his IRAs to the new custodian. In error, his advisers gave Steve a ...

How Retirees Can Make New Friends: Our Readers' Tips - Wall Street Journal
2016-08-07

Wall Street JournalHow Retirees Can Make New Friends: Our Readers' TipsWall Street JournalIf your wife dies before you and if your grandchildren inherit your Roth, they should first split the account into two separate, and properly titled, inherited Roth IRAs, says Ed Slott, an IRA specialist in Rockville Centre, N.Y. Example: “John Smith ...and more »

How Retirees Can Make New Friends: Our Readers' Tips - WSJ - Wall Street Journal
2016-08-07

Wall Street JournalHow Retirees Can Make New Friends: Our Readers' Tips - WSJWall Street JournalI retired in 2010. I am 72 and single. The problem: I'm having difficulty finding new friends. That is from the first letter in the July 5 edition of this column. A retiree ...and more »

Here's what to do if you don't need your IRA cash right now - CNBC
2016-08-03

CNBCHere's what to do if you don't need your IRA cash right nowCNBCIt's a simple answer, said Ed Slott, IRA expert and owner of Ed Slott & Co. in Rockville Centre, New York. You are not allowed to make that conversion. However, you can use that money to pay taxes on other IRA dollars that you wish to convert. Here's a ...

If you do not need your IRA cash now, do this instead - CNBC.com - CNBC
2016-08-03

CNBCIf you do not need your IRA cash now, do this instead - CNBC.comCNBCSome affluent retirees don't need their required 401(k) plans and IRA withdrawals. Here's what to do with the cash.and more »

RMDs can create future tax savings - InvestmentNews
2016-07-22

InvestmentNewsRMDs can create future tax savingsInvestmentNews... and can reduce the related loss of deductions, credits and exemptions that can result from higher income. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be reached at ...and more »

Jeffrey Levine - Credit Union Times
2016-07-16

Jeffrey LevineCredit Union TimesJeffrey Levine is an IRA Technical Consultant with Ed Slott and Company, LLC. He is an expert in IRA distribution planning and is a consultant for both advisors and clients. Jeffrey is a contributing writer and editor for Ed Slott's IRA Advisor ...

How to work around potential caps to your IRA and 401(k) - CNBC
2016-07-12

CNBCHow to work around potential caps to your IRA and 401(k)CNBC"The budget is more of a wish list," said Jeffrey Levine, CPA and chief retirement strategist at Ed Slott and Co. In the past, "of the 15 or 16 retirement-related proposals [Obama] made, none of them happened," he said. Right now, IRA and 401(k) plan ...and more »

Defining your brand can build a bridge to clients - Financial Planning
2016-07-01

Defining your brand can build a bridge to clientsFinancial PlanningExamples include, “Ken Fisher hates annuities, and so should you” and “Ed Slott can tell you how to parlay your IRA into a family fortune.” “Each of these monikers has a strong brand name recognition with the public, making it simple to understand the ...and more »

Advisor Group to Host “Sharpen Your Edge” Wealth Management Symposium - Business Wire (press release)
2016-06-27

Advisor Group to Host “Sharpen Your Edge” Wealth Management SymposiumBusiness Wire (press release)The 2016 Wealth Management Symposium's theme is “Sharpen Your Edge” and keynote speakers include David Darst, investment strategist, author and lecturer; Ed Slott, financial expert, author and professional speaker; and Archie Manning, ex-NFL Pro ...and more »

A fatal IRA rollover error - Financial Planning
2016-06-22

A fatal IRA rollover errorFinancial PlanningSome clients' 2015 tax returns are being hit with costly penalties because of a new ruling about the once-per-year IRA rollover rule. Only one 60-day IRA-to-IRA rollover can be done per year (365 days) by an individual, regardless of how many IRAs he ...and more »

Who's keeping track of IRA basis? - InvestmentNews
2016-06-10

InvestmentNewsWho's keeping track of IRA basis?InvestmentNewsBut advisers can help here by providing annual IRA basis information to clients or by keeping clients' basis information on file to assist tax preparers. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite ...and more »

The sneaky but probably legal way rich people shield retirement savings from taxes - Vox
2016-06-06

VoxThe sneaky but probably legal way rich people shield retirement savings from taxesVoxI asked Jeff Levine, an IRA expert at the advising firm Ed Slott and Company, if there were any pitfalls people should watch for when making a backdoor Roth contribution. The biggest pitfall, he told me, occurs if you already have a traditional IRA ...and more »

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