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'The Bucket Plan: Protecting and Growing Your Assets for a Worry ... - PR Newswire (press release)
2017-08-29

'The Bucket Plan: Protecting and Growing Your Assets for a Worry ...PR Newswire (press release)CLEVELAND, Aug. 29, 2017 /PRNewswire/ -- Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur announces the ...and more »

Great Waters Financial Ranks No. 3139 on the 2017 Inc. 5000 with Three-Year Sales Growth of 105% - Markets Insider
2017-08-24

Great Waters Financial Ranks No. 3139 on the 2017 Inc. 5000 with Three-Year Sales Growth of 105%Markets InsiderMINNEAPOLIS, Aug. 24, 2017 /PRNewswire/ -- Inc. magazine ranked Great Waters Financial, a financial planning firm located throughout Minnesota with offices in Minneapolis, Richfield, Plymouth, White Bear Lake and Duluth, NO. 3139 on its 36th annual ...and more »

How A Spousal IRA Lets You Pump Up Retirement Savings - Investor's Business Daily
2017-08-23

Investor's Business DailyHow A Spousal IRA Lets You Pump Up Retirement SavingsInvestor's Business DailyWhile a spousal IRA is exempt from the rule requiring an IRA owner to have income, it is not exempt from the age limitation rule, IRA expert Ed Slott, founder of IRAhelp.com, points out. No matter how young the spouse with income is, the IRA owner ...and more »

Are IRA contributions allowed at 70 1⁄2? - Newsday
2017-08-16

Are IRA contributions allowed at 70 1⁄2?NewsdayIn that case, 2017 is the last year for which he can contribute to a traditional IRA, says Ed Slott, a Rockville Centre tax accountant. Your husband must take his first RMD no later than April 1 of the year after turning 70 1⁄2. All subsequent annual ...

The Freelancer's Guide to Saving for Retirement - Barron's
2017-08-14

The Freelancer's Guide to Saving for RetirementBarron's“Anyone who is self-employed is in the yoyo economy,” says Ed Slott, a certified public accountant who specializes in retirement planning. “You're on your own (yoyo) in terms of figuring out and setting up your benefits. Nothing is done for you.” Alas ...

The Freelancer's Guide to Saving for Retirement - Barron's - Barron's
2017-08-14

Barron'sThe Freelancer's Guide to Saving for Retirement - Barron'sBarron'sPeople without traditional office jobs have several options to save for retirement, and it pays to start early.and more »

TV Weekend: “Get Shorty,” Teen Choice Awards, multiple series finales - The Oakland Press
2017-08-12

The Oakland PressTV Weekend: “Get Shorty,” Teen Choice Awards, multiple series finalesThe Oakland Press“Ed Slott's Retirement Roadmap” helps take a look at life after working years at 8 p.m. Friday on Detroit Public Television, WTVS-Channel 56 in Detroit (check local listings). Advertisement. • The Revolutionary War drama “Turn: Washington's Spies ...and more »

The Trump Administration Just Killed This Retirement Saving Plan ... - The Cheat Sheet
2017-08-11

The Cheat SheetThe Trump Administration Just Killed This Retirement Saving Plan ...The Cheat SheetThe Trump administration will end the MyRA retirement saving plan, but don't panic. There are still plenty of ways for you to save for retirement.and more »

The Trump Administration Just Killed This Retirement Saving Plan, But Don't Panic - The Cheat Sheet
2017-08-11

The Cheat SheetThe Trump Administration Just Killed This Retirement Saving Plan, But Don't PanicThe Cheat SheetOnce you reach age 59½, you can take money out tax-free. The promise of tax-free retirement income is what makes Roth IRAs so appealing, according to Ed Slott, a retirement expert and founder of IRAHelp.com. Let's find out more about these unique tax ...and more »

TV Weekend: “Get Shorty,” Teen Choice Awards, multiple series finales - The Daily Tribune
2017-08-11

The Daily TribuneTV Weekend: “Get Shorty,” Teen Choice Awards, multiple series finalesThe Daily Tribune“Ed Slott's Retirement Roadmap” helps take a look at life after working years at 8 p.m. Friday on Detroit Public Television, WTVS-Channel 56 in Detroit (check local listings). Advertisement. • The Revolutionary War drama “Turn: Washington's Spies ...and more »

A Better Way for Retirees to Give to Charity - Morningstar.com
2017-08-08

A Better Way for Retirees to Give to CharityMorningstar.comChristine Benz: Hi, I'm Christine Benz for Morningstar.com. Congress made the qualified charitable distribution permanent at the end of 2015. Joining me to discuss how retirees can use this strategy is IRA expert Ed Slott. Ed, thank you so much for ...

Common tax surprises for surviving spouses - MarketWatch
2017-08-04

Common tax surprises for surviving spousesMarketWatchSurvivorship income is one of the most critical aspects of retirement income planning, but for many, it is also an area that is over-simplified, or even overlooked in the planning process. A common misconception is that a surviving spouse might only ...

The Best Time to Move Into a Continuing Care Retirement Community - Wall Street Journal (subscription)
2017-08-04

Wall Street Journal (subscription)The Best Time to Move Into a Continuing Care Retirement CommunityWall Street Journal (subscription)But you have a fair amount of flexibility in how you do so, says Ed Slott, an IRA expert in Rockville Centre, N.Y.. For instance, you can take part of the RMD from your individual retirement account in 2017—and the balance in the first three months of ...

INVESTORS, PLANS & MONEY: Financial freedom playbook - Wicked Local Plymouth
2017-08-03

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Financial freedom playbookWicked Local PlymouthHe is the president of 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 people to see their ...and more »

INVESTORS, PLANS & MONEY: Financial freedom playbook - News ... - Wicked Local Plymouth
2017-08-03

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Financial freedom playbook - News ...Wicked Local PlymouthFinancial freedom is a goal that most of us shoot for. Yet only a small percentage of people will ever get there.and more »

INVESTORS, PLANS & MONEY: Financial freedom playbook - Wicked Local Wareham
2017-08-03

Wicked Local WarehamINVESTORS, PLANS & MONEY: Financial freedom playbookWicked Local WarehamHe is the president of 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 people to see their ...and more »

INVESTORS, PLANS & MONEY: Financial freedom playbook - News ... - Wicked Local Wareham
2017-08-03

Wicked Local WarehamINVESTORS, PLANS & MONEY: Financial freedom playbook - News ...Wicked Local WarehamFinancial freedom is a goal that most of us shoot for. Yet only a small percentage of people will ever get there.and more »

INVESTORS, PLANS & MONEY: Financial freedom playbook - Wicked Local Kingston
2017-08-03

Wicked Local KingstonINVESTORS, PLANS & MONEY: Financial freedom playbookWicked Local KingstonHe is the president of 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 people to see their ...and more »

INVESTORS, PLANS & MONEY: Financial freedom playbook - News ... - Wicked Local Kingston
2017-08-03

Wicked Local KingstonINVESTORS, PLANS & MONEY: Financial freedom playbook - News ...Wicked Local KingstonFinancial freedom is a goal that most of us shoot for. Yet only a small percentage of people will ever get there.and more »

How to Ensure Your IRA Donation to Charity Is Tax-Free - Kiplinger Personal Finance
2017-07-28

Kiplinger Personal FinanceHow to Ensure Your IRA Donation to Charity Is Tax-FreeKiplinger Personal FinanceBut, as Ed Slott, a CPA, noted in Financial Planning magazine, there's a push in Washington to end “stretch” IRAs and restore the original rule on inherited IRAs, which had a five-year payout on debt. With the national debt expected to exceed $20 ...

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