Jump to Navigation

In The News

When a Spouse Inherits an IRA - Kiplinger Personal Finance
2014-04-18

Kiplinger Personal FinanceWhen a Spouse Inherits an IRAKiplinger Personal Finance"Based on those two dates, it tells you what to do with the account," says Jeffrey Levine, IRA technical consultant for Ed Slott and Co., which provides IRA advice. A spouse who is younger than 59 1/2 and needs the money would be better off remaining a ...

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire Secure - SYS-CON Media (press release)
2014-04-15

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire SecureSYS-CON Media (press release)In reference to Lange's new book, "America's IRA Expert" Ed Slott, CPA, says, "Jim provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples. But they are now, and ...and more »

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire Secure - DigitalJournal.com
2014-04-15

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire SecureDigitalJournal.comIn reference to Lange's new book, "America's IRA Expert" Ed Slott, CPA, says, "Jim provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples. But they are now, and ...and more »

NEW BOOK TO HELP SAME-SEX COUPLES RETIRE SECURE - Virtual Press Office (press release)
2014-04-15

NEW BOOK TO HELP SAME-SEX COUPLES RETIRE SECUREVirtual Press Office (press release)In reference to Lange's new book, "America's IRA Expert" Ed Slott, CPA, says, "Jim provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples. But they are now, and ...and more »

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire Secure - PR Newswire (press release)
2014-04-15

LGBT Ally James Lange on a Mission to Help Same-Sex Couples Retire SecurePR Newswire (press release)In reference to Lange's new book, "America's IRA Expert" Ed Slott, CPA, says, "Jim provides a comprehensive road map to all the new retirement and estate planning strategies that were not previously available to same-sex couples. But they are now, and ...and more »

IRS: Only one IRA rollover per year - InvestmentNews
2014-04-13

IRS: Only one IRA rollover per yearInvestmentNews... have previously been doing allowed multiple IRA-to-IRA rollovers from separate IRAs, and halt that process. Mistakes will be costly, as they can't be fixed. Ed Slott (info@irahelp.com), a certified public accountant, created Ed Slott's Elite IRA ...IRS targeting IRA rollovers after Tax Court rulingCrain's Detroit BusinessYour Finance: 'Reverse rollover' for retirement-mindedNewsdayall 29 news articles »

IRS targeting IRA rollovers after Tax Court ruling - Crain's Detroit Business
2014-04-12

IRS targeting IRA rollovers after Tax Court rulingCrain's Detroit BusinessThe finding runs contrary to the IRS' own interpretations of the tax code, as the agency has indicated that taxpayers can do one rollover annually for each account, according to a legal blog posted on tax guru Ed Slott's website. “You can only do one ...Your Finance: 'Reverse rollover' for retirement-mindedNewsdayall 24 news articles »

Your Finance: 'Reverse rollover' for retirement-minded - Newsday
2014-04-11

Your Finance: 'Reverse rollover' for retirement-mindedNewsdayLess control: On the other hand, the investment menu in the 401(k) is much smaller than the great big world of Wall Street that you can buy through any brokerage IRA. These are IRA expert Ed Slott's main objections to the reverse rollover. Please log ...IRS targeting IRA rollovers after Tax Court rulingInvestmentNewsall 17 news articles »

IRS targeting IRA rollovers after Tax Court ruling - InvestmentNews
2014-04-11

IRS targeting IRA rollovers after Tax Court rulingInvestmentNewsThe finding runs contrary to the IRS' own interpretations of the tax code, as the agency has indicated that taxpayers can do one rollover annually for each account, according to a legal blog posted on tax guru Ed Slott's website. “You can only do one ...and more »

Stern Advice: The benefits of depositing your IRA into your 401(k) - MSN Money
2014-04-09

Stern Advice: The benefits of depositing your IRA into your 401(k)MSN MoneyThe investment menu in the 401(k) is much smaller than the great big world of Wall Street that you can buy through any brokerage IRA. These are IRA expert Ed Slott's main objections to the reverse rollover. ROTH STRATEGY. High earners can use this ...

Stern Advice: The benefits of depositing your IRA into your 401(k) - Reuters
2014-04-09

Stern Advice: The benefits of depositing your IRA into your 401(k)ReutersThe investment menu in the 401(k) is much smaller than the great big world of Wall Street that you can buy through any brokerage IRA. These are IRA expert Ed Slott's main objections to the reverse rollover. ROTH STRATEGY. High earners can use this ...

Stern Advice - The benefits of depositing your IRA into your 401(k) - Reuters
2014-04-09

Stern Advice - The benefits of depositing your IRA into your 401(k)ReutersThese are IRA expert Ed Slott's main objections to the reverse rollover. ROTH STRATEGY. High earners can use this tactic, which is complex, so bear with me. Roth IRAs are prized, because all of the money they earn is tax-free forever if it is used in ...and more »

IRA expert Ed Slott to address NAIFA-DE Conference May 15 in Dewey Beach - Cape Gazette
2014-04-09

IRA expert Ed Slott to address NAIFA-DE Conference May 15 in Dewey BeachCape GazetteEd Slott, CPA, the most recognized IRA expert in the country, is coming to Dewey Beach and bringing his expert guidance to Cape Region. On Thursday, May 15 Slott will be the main presenter at the 41st annual National Association of Insurance and ...

Stop IRA Rollovers 'Immediately,' Expert Warns After Tax Ruling - ThinkAdvisor
2014-04-08

ThinkAdvisorStop IRA Rollovers 'Immediately,' Expert Warns After Tax RulingThinkAdvisorIRA guru Ed Slott is warning advisors to notify their clients of the recent tax court ruling that says IRA holders can do only one IRA-to-IRA rollover per year, which runs counter to the IRS interpretation of the tax code. The recommended way to move ...and more »

Stop Direct IRA Rollovers 'Immediately,' Expert Warns After Tax Ruling - ThinkAdvisor
2014-04-08

ThinkAdvisorStop Direct IRA Rollovers 'Immediately,' Expert Warns After Tax RulingThinkAdvisorIRA guru Ed Slott is warning advisors to notify their clients of the recent tax court ruling that says IRA holders can do only one IRA-to-IRA rollover per year, which runs counter to the IRS interpretation of the tax code. The recommended way to move ...

IRAs, Medicare and Annuities: Recent Changes You Need to Know About - Wall Street Journal
2014-04-05

IRAs, Medicare and Annuities: Recent Changes You Need to Know AboutWall Street JournalThe court acted in response to a case involving a married couple who took several back-to-back 60-day distributions from three separate IRAs in 2008—a move that essentially allowed them to use the money for a total of almost six months, says Ed Slott ...and more »

Local financial adviser accepted into elite IRA adviser group - Rockford Register Star
2014-04-04

Local financial adviser accepted into elite IRA adviser groupRockford Register StarBELVIDERE —Ameriprise Financial, 205 Cadillac Court, announced that Sherry D. Sandwick has been accepted into Ed Slott's Elite IRA Advisor Group, according to a news release sent April 3. Ed Slott's Elite IRA Advisor Group is a team of financial ...

Tax season's spotlight shines on retirement accounts too - Chicago Tribune
2014-04-03

Tax season's spotlight shines on retirement accounts tooChicago TribuneAnd rather than wait another year to think about your 2014 retirement contributions, consider doubling up right now, said Ed Slott, an author and workshop presenter who specializes in retirement savings accounts. "The minute the new year starts, you ...and more »

Retirement Lessons From My Parents - Wall Street Journal (blog)
2014-04-03

Retirement Lessons From My ParentsWall Street Journal (blog)ED SLOTT: My dad was my role model for pretty much everything, including retirement, even though he never really retired. He slowed down and enjoyed the work he was doing but focused more time on family and friends. I think that's a good model for me ...

Retirees, Don't Move Just to Lower Taxes - Wall Street Journal (blog)
2014-04-03

Retirees, Don't Move Just to Lower TaxesWall Street Journal (blog)ED SLOTT: When it comes to the actual moving, the biggest mistake people make is taking too much with them. It's better to get rid of items you don't really need rather than pay to lug them to another home to take up space there, especially if you are ...and more »

Pages



Main menu 2