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Amid Market Turmoil, Don't Make These Four Retirement Mistakes - NBCNews.com
2015-09-03

NBCNews.comAmid Market Turmoil, Don't Make These Four Retirement MistakesNBCNews.com So some states don't do it through income taxes, which makes them attractive, but they have lots of other 'nuisance' taxes," said tax adviser Ed Slott, author of "Fund Your Future: A Tax Smart Savings Plan in Your 20s and 30s." "Somewhere you pay for a ...and more »

How to take the stress out of estate planning - MarketWatch
2015-09-02

MarketWatchHow to take the stress out of estate planningMarketWatchBrian 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 »

IRA And 401(k) Income: Calculating Your Withdrawal - Nasdaq
2015-08-28

 IRA And 401(k) Income: Calculating Your WithdrawalNasdaq "Most IRA custodians will notify IRA owners of their RMD amount in January," said Jeffrey Levine, an IRA technical consultant with Ed Slott & Co., Rockville Centre, N.Y. If yours doesn't, then it's required to do so if you ask. If that Dec. 31 IRA ...and more »

IRA Early Withdrawal Penalties: How To Avoid Them Using Exemptions - Investor's Business Daily
2015-08-21

 IRA Early Withdrawal Penalties: How To Avoid Them Using ExemptionsInvestor's Business Daily "People try to use exemptions for an IRA withdrawal, which apply only to 401(k)s, or vice versa," said Ed Slott, creator of irahelp.com. "That can be a very costly mistake, wasting hard work to build your mutual funds and other savings." Also, various ...

A New Retirement-Income Option for IRAs at Fidelity - Wall Street Journal
2015-08-20

Wall Street JournalA New Retirement-Income Option for IRAs at FidelityWall Street Journal As a result, someone who uses $100,000 of a $400,000 IRA to buy a qualified longevity annuity can calculate RMDs on only the remaining $300,000, says Ed Slott, an IRA expert in Rockville Centre, N.Y. (Because Roth accounts aren't subject to RMDs during ...and more »

How military service affects your Social Security benefits - MarketWatch
2015-08-18

MarketWatchHow military service affects your Social Security benefitsMarketWatchCommitted 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 ...

Q: Is fixing an IRA withdrawal tax slip-up worth it? - USA TODAY
2015-08-15

USA TODAYQ: Is fixing an IRA withdrawal tax slip-up worth it?USA TODAY A: You would have after-tax contributions in your IRA if you never took a deduction on your income tax return for those contributions when you made them, according to Beverly DeVeny, IRA technical consultant with Ed Slott and Co. in Rockville Centre, N.Y..

IRA Advisers Face Tougher Standards on Rollovers - Wall Street Journal
2015-08-14

Wall Street JournalIRA Advisers Face Tougher Standards on RolloversWall Street Journal That is because those who leave an employer at age 55 or older can tap their 401(k) accounts without paying a 10% early-withdrawal penalty, says Ed Slott, an IRA expert in Rockville Centre, N.Y. In contrast, with an IRA, the 10% penalty applies before ...and more »

Q&A on student loans, same-sex couple benefits, paid sick leave - San Francisco Chronicle (subscription)
2015-08-12

San Francisco Chronicle (subscription)Q&A on student loans, same-sex couple benefits, paid sick leaveSan Francisco Chronicle (subscription) The IRA tax rules trump the municipal bond rules,” said Jeff Levine, an IRA expert with Ed Slott & Co. Q: Barbara A. says she and her wife “have been together as a same-sex couple for 25 years, domestic partners as soon as it was legal in California ...

Surprising Reasons You Might Want to Give Up a Multi-Million-Dollar Inheritance - Nasdaq
2015-08-07

 Surprising Reasons You Might Want to Give Up a Multi-Million-Dollar InheritanceNasdaq "It's the legal equivalent of playing dead," says Jeffrey Levine, IRA technical consultant for Ed Slott and Co., which provides IRA advice. When a person takes this action, the disclaimed portion of the inheritance is passed on automatically to either ...

Where to Find a Job - Kiplinger Personal Finance
2015-08-06

Kiplinger Personal FinanceWhere to Find a Job Kiplinger Personal Finance “It's the legal equivalent of playing dead,” says Jeffrey Levine, IRA technical consultant for Ed Slott and Co., which provides IRA advice. When a person takes this action, the disclaimed portion of the inheritance is passed on automatically to either ...

What you need to know about what parents leave behind - Chicago Daily Herald
2015-08-03

Chicago Daily HeraldWhat you need to know about what parents leave behind Chicago Daily Herald One of the most misunderstood of all inheritances or financial instruments, according to Ed Slott, accountant, author and president of Ed Slott and Co. LLC, is the Individual Retirement Account (IRA) that you inherit from someone other than your spouse ...

Slott: IRA Pitfall to Avoid - Financial-Planning.com
2015-08-02

Financial-Planning.comSlott: IRA Pitfall to Avoid Financial-Planning.com He thought it was his money and he could use it to fund his business. Instead, Terry Ellis had his entire IRA disqualified and was forced by a recent appellate court decision to pay substantial penalties and a massive tax bill. Ellis' entire IRA was ...

Roth IRAs: Supersaving for college - InvestmentNews - InvestmentNews
2015-07-26

InvestmentNewsRoth IRAs: Supersaving for college - InvestmentNews InvestmentNews By Ed Slott. Roth IRAs for college? Why would anyone use a retirement account to save for education expenses when there are accounts specifically designed for that? Roth IRAs add several different education savings dimensions. Here are ...

LPL cracking down on brokers who collect retirement account fees from family ... - InvestmentNews
2015-07-17

InvestmentNewsLPL cracking down on brokers who collect retirement account fees from family ... InvestmentNews Receiving fees and commissions from a family member's account is considered a prohibited transaction under ERISA rules guarding against self-dealing, but regulators have not been enforcing the rule, according to Ed Slott, an IRA expert at Ed Slott and Co.and more »

Why Your Retirement Is at Risk | Fox Business - Fox Business
2015-07-16

Fox BusinessWhy Your Retirement Is at Risk Fox Business Nationally recognized IRA expert Ed Slott argues when it comes to saving for retirement, the biggest mistake made involves taxes. He told FOX Business Network's Sandra Smith, “When you lose your retirement savings to taxes -- your never getting that ...and more »

Why Your Retirement Is at Risk - Fox Business
2015-07-16

Fox BusinessWhy Your Retirement Is at RiskFox Business Nationally recognized IRA expert Ed Slott argues when it comes to saving for retirement, the biggest mistake made involves taxes. He told FOX Business Network's Sandra Smith, “When you lose your retirement savings to taxes -- your never getting that ...and more »

Why you should save Roth IRA and HSA distributions for 2016 - MarketWatch
2015-07-15

MarketWatchWhy you should save Roth IRA and HSA distributions for 2016MarketWatch... 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 Elite IRA Advisor Group. Securities offered through LPL Financial, Member FINRA/SIPC.

Waddell & Reed Grabs Advisor With $102M AUM - On Wall Street
2015-07-12

Waddell & Reed Grabs Advisor With $102M AUMOn Wall StreetWaddell & Reed hired away an advisor from J.P. Morgan, who was managing $102 million in client assets, the regional brokerage said. Get access to this article and thousands more... All On Wall Street articles are archived after 7 days. REGISTER NOW for ...

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

TIME3 Retirement Loopholes That Are Likely to CloseTIME 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 government. But as often ...

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