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6 things your tax preparer doesn't want you to know - MarketWatch
2015-03-26

MarketWatch6 things your tax preparer doesn't want you to knowMarketWatchBrian 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 ...

Untimely IRA rollover leads to trouble - InvestmentNews
2015-03-25

InvestmentNewsUntimely IRA rollover leads to troubleInvestmentNewsAren't they at least partially responsible for the untimely rollover? Basically, the IRS said it was his own fault. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be reached at ...3 reasons to use a Roth IRA to save for collegeMarketWatchall 57 news articles »

3 reasons to use a Roth IRA to save for college - MarketWatch
2015-03-25

MarketWatch3 reasons to use a Roth IRA to save for collegeMarketWatchJeffrey Levine, CPA is an IRA Technical Consultant with Ed Slott and Company who educates thousands of financial advisors, CPAs, attorneys and consumers each year on the best practices and dangerous pitfalls involving IRAs and other retirement ...and more »

Boone Pickens: Why I see $70 oil by year's end - Yahoo7 News
2015-03-19

Boone Pickens: Why I see $70 oil by year's endYahoo7 NewsRetirement expert Ed Slott discusses the key differences between Roth and Traditional IRA contributions, the pitfalls of backdoor Roth conversions, and the importance of spousal contributions and beneficiary forms. 6. . 3 Ways to Get 5% Yields. 5:03.and more »

IRA Contribution Tips and Traps - Morningstar.com
2015-03-19

IRA Contribution Tips and TrapsMorningstar.comIn a recent interview with Morningstar director of personal finance Christine Benz, retirement expert and author Ed Slott shared some tips to explore and traps to avoid during IRA contribution season. In this excerpt, Slott discusses the key ...Paying Money-Management Fees From Your IRANasdaqall 3 news articles »

Paying Money-Management Fees From Your IRA - Nasdaq
2015-03-19

Paying Money-Management Fees From Your IRANasdaqBut just because you can have the fee deducted from the account doesn't mean you should, says Jeff Levine, IRA technical consultant with Ed Slott and Co., which provides IRA information for financial advisers. It's often best to pay the management fee ...

Paying Money-Management Fees From Your IRA - Kiplinger Personal Finance
2015-03-18

Paying Money-Management Fees From Your IRAKiplinger Personal FinanceBut just because you can have the fee deducted from the account doesn't mean you should, says Jeff Levine, IRA technical consultant with Ed Slott and Co., which provides IRA information for financial advisers. It's often best to pay the management fee ...

INVESTORS, PLANS & MONEY: Can be broken heart month for many - Wicked Local Duxbury
2015-03-04

INVESTORS, PLANS & MONEY: Can be broken heart month for manyWicked Local DuxburyHe 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 Investments in Duxbury and Kingston. He can be reached at ...and more »

The end of "back-door" Roth IRA conversions? - CNBC
2015-03-02

CNBCThe end of "back-door" Roth IRA conversions?CNBC Chances of adoption: Small. This provision is particularly surprising, given the IRS clarification last fall, said Jeffrey Levine, a CPA and an IRA technical consultant with Ed Slott & Co. "It's like the left hand isn't talking to the right hand," he ...

One big benefit of Roth IRAs may soon disappear - CNBC
2015-03-02

CNBCOne big benefit of Roth IRAs may soon disappearCNBC Jeffrey Levine, an IRA technical consultant with Ed Slott & Co., calls this "a bait and switch" and "one of the most egregious proposals" in the budget. If it does come to pass, he suspects it will include a grandfather clause so that savers above a ...all 23 news articles »

Could this be the end of the 'stretch' IRA? - CNBC
2015-03-02

CNBCCould this be the end of the 'stretch' IRA?CNBC It can have a devastating impact," said Jeffrey Levine, a CPA and an IRA technical consultant with Ed Slott & Co. "There's absolutely no good, compelling reason not to incorporate that into the budget. No one would get hurt, but a lot of people would ...all 19 news articles »

DOLLARS & SENSE: Start planning your RMD strategy now - Torrington Register Citizen
2015-02-28

 DOLLARS & SENSE: Start planning your RMD strategy nowTorrington Register Citizen However, according to Ed Slott, CPA, you should consider several factors when making the decision. “One reason to consider having you take your required minimum distributions early in the year is you don't have to worry about the 50 percent penalty.

DOLLARS & SENSE: Start planning your RMD strategy now - Middletown Press
2015-02-28

DOLLARS & SENSE: Start planning your RMD strategy nowMiddletown PressHowever, according to Ed Slott, CPA, you should consider several factors when making the decision. “One reason to consider having you take your required minimum distributions early in the year is you don't have to worry about the 50 percent penalty.and more »

Will the Unemployed Soon Be Able to Tap Retirement Accounts? - NBCNews.com
2015-02-26

Beacon ReviewWill the Unemployed Soon Be Able to Tap Retirement Accounts?NBCNews.com The law needs to change," says Jeffrey Levine, an IRA technical expert with Ed Slott & Co. But lawmakers don't want to be seen as adding to the financial burden of the unemployed. That gives Levine hope that the hardship exemption for retirement plans ...all 76 news articles »

IRA Providers Offer Bonuses to Attract Money on the Move - Wall Street Journal (blog)
2015-02-26

Wall Street Journal (blog)IRA Providers Offer Bonuses to Attract Money on the MoveWall Street Journal (blog) Financial-services companies are eager to attract some of the money that's flowing into IRAs as people rush to beat the April 15 tax deadline, which is also the deadline to make IRA contributions that qualify for deductions in the 2014 tax year, says ...all 60 news articles »

Promotions, hires at Lehigh Valley businesses - Allentown Morning Call
2015-02-25

Allentown Morning CallPromotions, hires at Lehigh Valley businessesAllentown Morning Callhas joined Ed Slott's Elite IRA Advisor Group. The organization is a group of financial advisers dedicated to solving the country's biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement ...

Help clients avoid first-time RMD errors - InvestmentNews
2015-02-25

InvestmentNewsHelp clients avoid first-time RMD errorsInvestmentNews Advisers can help relieve clients from the anxiety and stress of figuring this out for themselves as they transition to the withdrawal phase. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor ...and more »

Make a Difference With Your Money - InvestorIdeas.com (press release)
2015-02-19

Make a Difference With Your MoneyInvestorIdeas.com (press release)His membership affiliations include the exclusive Ed Slott's Master Elite IRA Advisor Group™, National Association of Insurance and Financial Advisors (NAIFA), the National Association of Fixed Annuities (NAFA) and the Forum 400. He has earned Top of ...

Finding financial security: An interview with Brock Alspaugh, owner and ... - Southeast Missourian
2015-02-16

Southeast MissourianFinding financial security: An interview with Brock Alspaugh, owner and ...Southeast MissourianYes, IRA planning is something I take very seriously; in fact, I am a member of Ed Slott's Elite IRA Advisor Group. Recently, there have been some changes to IRA rules, and people need to be aware of their options and restrictions when it comes to ...

Local Investing: When Due Diligence Is Up to Clients - Financial-Planning.com
2015-02-16

Local Investing: When Due Diligence Is Up to ClientsFinancial-Planning.comA few years ago, Chris Schaefer, a retired organization development consultant, asked his financial advisor about investing locally. When the advisor came up empty-handed, a friend told Schaefer about local investing opportunity networks (LIONs), which ...

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