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Sluggish rollout for Obama's myRA retirement plan - The Leader
2015-04-11

The LeaderSluggish rollout for Obama's myRA retirement planThe Leader"The most significant criticism of the myRA accounts is that there is only a person investment decision selection," reported Jeffrey Levine, an IRA technological guide with Ed Slott and Co. "Shouldn't youthful savers be invested in advancement ...

Top 10 Mistakes To Avoid On Your Roth IRA - Investopedia
2015-04-10

InvestopediaTop 10 Mistakes To Avoid On Your Roth IRAInvestopedia... year it occurs does not matter. It is based solely on a 365-day period. “Some people can lose their entire IRA because they did two rollovers in a year and didn't realize it," says Ed Slott, author of “The Retirement Savings Tax Bomb...and How to ...

How to Tell If a Roth IRA is Right for You - Huffington Post
2015-04-09

How to Tell If a Roth IRA is Right for YouHuffington PostMany experts, including nationally recognized IRA expert Ed Slott, agree and consider the Roth IRA to be the better of the two options. Even if your tax bracket stays unchanged, Roth IRAs offer certain benefits. Roth IRAs grow tax-free, they have no ...and more »

One-third of plan participants are giving away free money ... are you? - MarketWatch
2015-04-08

MarketWatchOne-third of plan participants are giving away free money ... are you?MarketWatchJeffrey 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 »

IRA Rollover Blunder #1: Missing the 60-day Deadline - TAPinto.net
2015-04-08

TAPinto.netIRA Rollover Blunder #1: Missing the 60-day DeadlineTAPinto.netWalter is a Master Elite Advisor of the Ed Slott Elite IRA Advisor Group. Ed Slott's Elite IRA Advisor Group is a private IRA study group of professional financial advisors. Members meet twice throughout the year for an intensive three-day workshop and ...and more »

Converting to a Roth IRA? Answer These 3 Questions First - Morningstar.com
2015-04-07

Converting to a Roth IRA? Answer These 3 Questions FirstMorningstar.comRetirement expert and author Ed Slott says that investors need to answer three important questions before converting from a traditional IRA to a Roth IRA. In a recent interview with Morningstar director of personal finance Christine Benz, Slott shared ...and more »

Answers to last-minute tax questions - San Francisco Chronicle
2015-04-06

Answers to last-minute tax questionsSan Francisco ChronicleRoth 401(k) and similar workplace Roth accounts do not get the same favorable treatment when it comes to required minimum distributions as their Roth IRA cousins, said Jeff Levine, an IRA technical consultant with Ed Slott & Co. In general, once people ...

Baby Boomers: Have You Adapted To Today's Economy? - InvestorIdeas.com (press release)
2015-04-06

Baby Boomers: Have You Adapted To Today's Economy?InvestorIdeas.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 ...

NRA Financial Seminar Will Feature America's Gold Expert® Mike Fuljenz - Insurance News Net
2015-04-04

NRA Financial Seminar Will Feature America's Gold Expert® Mike FuljenzInsurance News NetAn important personal finance seminar at the upcoming National Rifle Association's Annual Meetings & Exhibits (http://www.NRAam.org) in Nashville, Tennessee will feature America's Gold Expert®, Michael Fuljenz (http://www.MikeFuljenz.com) and a $1 ...

How Your Tax Return Helps Retirement Planning - Nasdaq
2015-04-02

NasdaqHow Your Tax Return Helps Retirement PlanningNasdaqFor example, it can help you see how much tax you'd owe from converting a traditional IRA to a Roth IRA, says Jeffrey Levine, an IRA technical consultant with Ed Slott & Co., Rockville Centre, N.Y.. That type of Roth conversion is attractive to many ...Final Four strategies for retirement planningMarketWatchall 8 news articles »

Final Four strategies for retirement planning - MarketWatch
2015-04-02

Final Four strategies for retirement planningMarketWatchCommitted 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 »

Some Advisers Hesitate with Roth IRA Conversions - Wall Street Journal
2015-04-01

Wall Street JournalSome Advisers Hesitate with Roth IRA ConversionsWall Street Journal“I haven't seen anything from the Republicans yet on this,” says Jeffrey Levine, an IRA technical consultant for Ed Slott & Co. in Rockville Centre, N.Y., adding that he wouldn't expect any real movement on any of these proposals this year. And even if ...

The Long And Short Of It - Financial Advisor Magazine
2015-04-01

The Long And Short Of ItFinancial Advisor Magazine“I don't foresee an imminent explosion in the sale of longevity annuities,” says Jeffrey Levine, IRA technical consultant with Ed Slott and Co., in Rockville Centre, N.Y. Yet he allows they're likely to “become more popular in the coming years.” Levine ...

INVESTORS, PLANS & MONEY: Siege season is here - Wicked Local Plymouth
2015-03-31

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Siege season is hereWicked Local PlymouthWhen possible, defend against any extra taxes! Bill Harris is a certified financial planner practitioner. He 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 ...and more »

A Bigger Payday From Your 401(k) - AARP News
2015-03-30

AARP NewsA Bigger Payday From Your 401(k)AARP News ... $6,500 for those who are 50-plus. It's even sweeter for high earners, as they are generally excluded from contributing to Roths at all. "It's like beating the limits," says Ed Slott, an IRA expert based in Rockville Centre, New York.

Slott: RIP, Stretch IRA? Here Are Alternatives - Financial-Planning.com
2015-03-29

 Slott: RIP, Stretch IRA? Here Are AlternativesFinancial-Planning.com President Obama's budget proposals for the 2016 fiscal year once again called for the elimination of the stretch IRA. It may not happen this year, but sooner or later it is likely to be enacted.

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 troubleInvestmentNews Aren'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.

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 collegeMarketWatch For some time now, the cost of a college degree has been rising at perilously high rates. For many, the dream of one day going to college remains just that ... a dream. and more »

Converting to a Roth? Answer These 3 Questions First - Morningstar.com
2015-03-24

 Converting to a Roth? Answer These 3 Questions FirstMorningstar.com Joining me to share some tips on the IRA conversion decision is retirement expert and author Ed Slott. Ed, thank you so much for being here. Ed Slott: Great to be here live in Chicago. Benz: We really appreciate it.

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