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Retirement Money Tips for 30-Year-Olds - Wall Street Journal
2014-04-23

Retirement Money Tips for 30-Year-OldsWall Street JournalSave all you can. You will need all you save, and probably more. Ed Slott provides retirement education and analysis at his websites, www.IRAhelp.com and www.theslottreport.com. Ed created the PBS program, "Ed Slott's Retirement Rescue 2014!" ...and more »

When a Spouse Inherits an IRA - DailyFinance
2014-04-22

When a Spouse Inherits an IRADailyFinance"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 59½ and needs the money would be better off remaining a ...and more »

What Mistake Do People Make When Moving in Retirement? - Wall Street Journal
2014-04-21

What Mistake Do People Make When Moving in Retirement?Wall Street JournalED 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 »

What Is the Biggest Waste of Money in Retirement? - Wall Street Journal
2014-04-21

What Is the Biggest Waste of Money in Retirement?Wall Street JournalED SLOTT : In retirement, nothing that you spend on something you love is a waste of money. After all, the only reason you have retirement savings is because you worked, sacrificed, saved and denied yourself certain pleasures and possessions in the ...and more »

When a Spouse Inherits an IRA - NASDAQ
2014-04-20

When a Spouse Inherits an IRANASDAQ"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 ...

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 ...

Timing Is Everything With a 401(k) - Wall Street Journal (blog)
2014-04-18

Timing Is Everything With a 401(k)Wall Street Journal (blog)Just learning more about this. Just wanted to throw it out there in case you do this in 2015 AND you have other plan rollovers planned. I think my next issue of Ed Slott's IRA Report will have this as the leading article and looking forward to learn ...and more »

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 »

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