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Local Financial Advisor Receives Advanced Training From America's IRA Experts at Ed Slott and Company, LLC - Digital Journal
2016-05-26

Local Financial Advisor Receives Advanced Training From America's IRA Experts at Ed Slott and Company, LLCDigital Journal​Calvin P. Goetz, Partner and Co-Founder of Strategy Financial Group, completed the 2-day biannual training from America's IRA Experts with Ed Slott and Company, LLC in Atlanta, Georgia on May 12 through 14, 2016. The workshop, which was attended ...

Should you assume you'll live until 100 for your nest egg? - MarketWatch
2016-05-21

MarketWatchShould you assume you'll live until 100 for your nest egg?MarketWatchThere is no such thing as a “joint” 401(k) or a “joint” 403(b), says Ed Slott, a certified public accountant and individual-retirement-account specialist in Rockville Centre, N.Y. When the time comes, participants in retirement plans must make ...

Reporting a Required Minimum Distribution to Charity on Your Tax Return - Nasdaq
2016-05-19

NasdaqReporting a Required Minimum Distribution to Charity on Your Tax ReturnNasdaqBe sure to add "QCD" (for qualified charitable distribution) next to that line to explain why the distribution is tax-free, says Jeff Levine, chief retirement strategist for IRA consulting firm Ed Slott & Co. You'll receive Form 1099-R reporting the ...

Reporting a Required Minimum Distribution to Charity on Your Tax Return - Kiplinger Personal Finance
2016-05-18

Kiplinger Personal FinanceReporting a Required Minimum Distribution to Charity on Your Tax ReturnKiplinger Personal Finance... taxable amount (if you have no other taxable distribution). Be sure to add "QCD" (for qualified charitable distribution) next to that line to explain why the distribution is tax-free, says Jeff Levine, chief retirement strategist for IRA consulting ...

When You Can Tap a 401(k) Early With No Penalty - Kiplinger Personal Finance
2016-05-17

Kiplinger Personal FinanceWhen You Can Tap a 401(k) Early With No PenaltyKiplinger Personal FinanceLeave your job in January and turn 55 in December, for example, and 401(k) payouts anytime during the year are penalty-free, says Jeffrey Levine, chief retirement strategist for Ed Slott and Co. Retire in December and turn 55 the following January ...

This Social Security claiming strategy could add thousands to your retirement income - MarketWatch
2016-05-17

MarketWatchThis Social Security claiming strategy could add thousands to your retirement incomeMarketWatchCommitted 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 »

Advisers beware: Another Roth IRA scam backfires - InvestmentNews
2016-05-11

InvestmentNewsAdvisers beware: Another Roth IRA scam backfiresInvestmentNewsHe was held liable for more than a half a million dollars in taxes and penalties. No adviser should want any part of these types of transactions. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA ...

Reed Financial Group Voted Best of Gwinnett - Free Press Release Center (press release)
2016-05-11

Free Press Release Center (press release)Reed Financial Group Voted Best of GwinnettFree Press Release Center (press release)The Ed Slott Master Elite IRA Advisor designation is exclusive to a group of 278 financial advisors out of over 300,000 advisors nationally. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to being ...and more »

Reed Financial Group Voted Best of Gwinnett - Yahoo News
2016-05-10

Yahoo NewsReed Financial Group Voted Best of GwinnettYahoo NewsThe Ed Slott Master Elite IRA Advisor designation is exclusive to a group of 278 financial advisors out of over 300,000 advisors nationally. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to being ...and more »

Reed Financial Group Voted Best of Gwinnett - Baystreet.ca
2016-05-10

Baystreet.caReed Financial Group Voted Best of GwinnettBaystreet.caThe Ed Slott Master Elite IRA Advisor designation is exclusive to a group of 278 financial advisors out of over 300,000 advisors nationally. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to being ...and more »

Should You Assume You'll Live Until 100 for Your Nest Egg? - Wall Street Journal
2016-05-08

Wall Street JournalShould You Assume You'll Live Until 100 for Your Nest Egg?Wall Street JournalThere is no such thing as a “joint” 401(k) or a “joint” 403(b), says Ed Slott, a certified public accountant and individual-retirement-account specialist in Rockville Centre, N.Y. When the time comes, participants in retirement plans must make ...

Which IRA Is Right for You? - Forbes
2016-05-02

ForbesWhich IRA Is Right for You?Forbes“The way I look at it, Roth IRAs are like tax insurance,” says Jeff Levine, chief retirement strategist at IRA consulting firm Ed Slott and Company. “There are so many unknowns when it comes to retirement. If I can eliminate one of those unknowns, I ...'Big Joe' Clark column: Here's what you should know about inherited IRAsThe Herald Bulletinall 13 news articles »

INVESTORS, PLANS & MONEY: Which plan suits you? - Wicked Local
2016-04-26

Wicked LocalINVESTORS, PLANS & MONEY: Which plan suits you?Wicked LocalHe 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, a firm dedicated to empowering ...and more »

Target four types of clients for more referrals - InvestmentNews
2016-04-26

InvestmentNewsTarget four types of clients for more referralsInvestmentNewsJeff Levine, a retirement planner with Ed Slott and Co., said the retirement experience itself can inspire some to share the name of their trusted adviser. "When people retire, it is often a seminal event where they have a lot of decisions to make in ...

How you can instill a savings habit in your grandkids - MarketWatch
2016-04-26

MarketWatchHow you can instill a savings habit in your grandkidsMarketWatchBrian 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 »

On death, divorce and retirement - InvestmentNews
2016-04-24

On death, divorce and retirementInvestmentNewsOr alternatively, if that is questionable, then during the divorce proceedings the attorney should negotiate for the wife to receive other marital assets of equal value in lieu of plan benefits that might not ever be received. Ed Slott, a certified ...

On the Money: It's not too late to cut your taxes by opening an IRA - TwinCities.com-Pioneer Press
2016-04-16

On the Money: It's not too late to cut your taxes by opening an IRATwinCities.com-Pioneer PressYou can open an IRA and get a tax deduction. In addition, that IRA will help move you to where most Americans need to be — making more progress accumulating the money they need for retirement. To get a deduction, open a traditional deductible IRA.and more »

Splitting retirement plan assets in divorce can get complicated if one spouse dies - InvestmentNews
2016-04-15

InvestmentNewsSplitting retirement plan assets in divorce can get complicated if one spouse diesInvestmentNewsOr alternatively, if that is questionable, then during the divorce proceedings the attorney should negotiate for the wife to receive other marital assets of equal value in lieu of plan benefits that might not ever be received. Ed Slott, a certified ...

Don't rely on the 4% rule for your retirement - MarketWatch
2016-04-14

Don't rely on the 4% rule for your retirementMarketWatchCarlos 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 »

On the air: Ed Slott's Retirement Road Map ... From Forever Taxed to Never Taxed - KCTS 9
2016-04-14

On the air: Ed Slott's Retirement Road Map ... From Forever Taxed to Never TaxedKCTS 9Ed Slott shows how to take retirement savings on a permanent vacation from taxes and avoid Uncle Sam in Ed Slott's Retirement Road Map! No videos are available for online viewing. SHARE THIS. Upcoming Episodes. Thu 5/19 12:00am. Greedy Wall Street ...

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