You are here

In The News

INVESTORS, PLANS & MONEY: Off with the TV! - Wicked Local Wareham
2016-07-26

Wicked Local WarehamINVESTORS, PLANS & MONEY: Off with the TV!Wicked Local WarehamHe 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 »

INVESTORS, PLANS & MONEY: Off with the TV! - Wicked Local Duxbury
2016-07-26

Wicked Local DuxburyINVESTORS, PLANS & MONEY: Off with the TV!Wicked 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, a firm dedicated to empowering ...and more »

RMDs can create future tax savings - InvestmentNews
2016-07-22

InvestmentNewsRMDs can create future tax savingsInvestmentNews... and can reduce the related loss of deductions, credits and exemptions that can result from higher income. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be reached at ...and more »

Pay $0 in tax on $100000 of retirement cash flow - MarketWatch
2016-07-20

MarketWatchPay $0 in tax on $100000 of retirement cash flowMarketWatchBrian 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 ...

Jeffrey Levine - Credit Union Times
2016-07-16

Jeffrey LevineCredit Union TimesJeffrey Levine is an IRA Technical Consultant with Ed Slott and Company, LLC. He is an expert in IRA distribution planning and is a consultant for both advisors and clients. Jeffrey is a contributing writer and editor for Ed Slott's IRA Advisor ...

How to work around potential caps to your IRA and 401(k) - CNBC
2016-07-12

CNBCHow to work around potential caps to your IRA and 401(k)CNBC"The budget is more of a wish list," said Jeffrey Levine, CPA and chief retirement strategist at Ed Slott and Co. In the past, "of the 15 or 16 retirement-related proposals [Obama] made, none of them happened," he said. Right now, IRA and 401(k) plan ...and more »

Defining your brand can build a bridge to clients - Financial Planning
2016-07-01

Defining your brand can build a bridge to clientsFinancial PlanningExamples include, “Ken Fisher hates annuities, and so should you” and “Ed Slott can tell you how to parlay your IRA into a family fortune.” “Each of these monikers has a strong brand name recognition with the public, making it simple to understand the ...and more »

INVESTORS, PLANS & MONEY: - Wicked Local Marion
2016-06-27

Wicked Local MarionINVESTORS, PLANS & MONEY:Wicked Local MarionHe 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 »

Advisor Group to Host “Sharpen Your Edge” Wealth Management Symposium - Business Wire (press release)
2016-06-27

Advisor Group to Host “Sharpen Your Edge” Wealth Management SymposiumBusiness Wire (press release)The 2016 Wealth Management Symposium's theme is “Sharpen Your Edge” and keynote speakers include David Darst, investment strategist, author and lecturer; Ed Slott, financial expert, author and professional speaker; and Archie Manning, ex-NFL Pro ...and more »

A fatal IRA rollover error - Financial Planning
2016-06-22

A fatal IRA rollover errorFinancial PlanningSome clients' 2015 tax returns are being hit with costly penalties because of a new ruling about the once-per-year IRA rollover rule. Only one 60-day IRA-to-IRA rollover can be done per year (365 days) by an individual, regardless of how many IRAs he ...and more »

Who's keeping track of IRA basis? - InvestmentNews
2016-06-10

InvestmentNewsWho's keeping track of IRA basis?InvestmentNewsBut advisers can help here by providing annual IRA basis information to clients or by keeping clients' basis information on file to assist tax preparers. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite ...and more »

The sneaky but probably legal way rich people shield retirement savings from taxes - Vox
2016-06-06

VoxThe sneaky but probably legal way rich people shield retirement savings from taxesVoxI asked Jeff Levine, an IRA expert at the advising firm Ed Slott and Company, if there were any pitfalls people should watch for when making a backdoor Roth contribution. The biggest pitfall, he told me, occurs if you already have a traditional IRA ...and more »

Local Wealth Advisor Receives Advanced Training from America's IRA Experts at Ed Slott and Company, LLC - TAPinto.net
2016-06-01

TAPinto.netLocal Wealth Advisor Receives Advanced Training from America's IRA Experts at Ed Slott and Company, LLCTAPinto.netTraining was provided by Ed Slott and Company's team of retirement experts, including Ed Slott, CPA; Jeff Levine, CPA/PFS, CFP®; Beverly DeVeny and Sarah Brenner, JD and included a review of case studies and rulings that impact IRAs and retirement ...and more »

Here's some help for deciding what to do in retirement - MarketWatch
2016-05-28

MarketWatchHere's some help for deciding what to do in retirementMarketWatchWhat's more, the still-working exception applies only to the company where you're currently employed, says Ed Slott, a certified public accountant and IRA specialist in Rockville Centre, N.Y.. If you have a 401(k), for instance, with a former employer ...

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 ...

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 ...

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 ...

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 ...all 13 news articles »

Pages