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2017-11-15

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Children's Alopecia Project honored by GreatNonprofits - Reading Eagle
2017-11-14

Children's Alopecia Project honored by GreatNonprofitsReading EagleRichard A. Kaufman, president of Kaufman Financial Services, Cumru Township, completed his semiannual training with America's IRA Experts at Ed Slott and Co. LLC, Kansas City, Mo. The workshop provided in-depth technical training on advanced ...and more »

Children's Alopecia Project honored by GreatNonprofits | Reading ... - Reading Eagle
2017-11-14

Children's Alopecia Project honored by GreatNonprofits | Reading ...Reading EagleThe Children's Alopecia Project, Wyomissing, has been honored with a prestigious Top-Rated Nonprofit Award by GreatNonprofits, the leading provider o.and more »

Retirement planning: The Pros and Cons of a Roth IRA - WXIA-TV
2017-11-13

Retirement planning: The Pros and Cons of a Roth IRAWXIA-TVIn the world of retirement accounts, Roth IRAs are the favored child. What's not to love about totally tax-free growth on your retirement savings? And if you ask a financial adviser about their disadvantages, the list is likely to be mighty short ...and more »

Retirement planning: The Pros and Cons of a Roth IRA - KSDK
2017-11-13

Retirement planning: The Pros and Cons of a Roth IRAKSDKIn the world of retirement accounts, Roth IRAs are the favored child. What's not to love about totally tax-free growth on your retirement savings? And if you ask a financial adviser about their disadvantages, the list is likely to be mighty short ...and more »

Local Advisor Receives Advanced Training from America's IRA Experts at Ed Slott and Company, LLC - TAPinto.net
2017-11-10

TAPinto.netLocal 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; Beverly DeVeny and Sarah Brenner, JD. Ed Slott and Company and many of the advisors in Ed Slott's Master Elite IRA Advisor GroupSM are the go-to ...and more »

Long Island is in Paradise Papers - Newsday
2017-11-09

NewsdayLong Island is in Paradise PapersNewsdayRenaissance sources told The Guardian that other companies do similar maneuvers, but Rockville Centre tax expert Ed Slott tells The Point that “most people don't have the lawyers and wherewithal to do this.” Only retirement paradise for some, then. And ...and more »

Prepare clients for an untimely end to Roth conversion do-overs - InvestmentNews
2017-11-09

InvestmentNewsPrepare clients for an untimely end to Roth conversion do-oversInvestmentNewsContact your Roth conversion clients now. With no do-over option available, clients will need the help of a professional adviser more than ever! Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA ...and more »

Your DIY Retirement Plan Needs a Second Opinion - Kiplinger - Kiplinger's Personal Finance
2017-11-09

Kiplinger's Personal FinanceYour DIY Retirement Plan Needs a Second Opinion - KiplingerKiplinger's Personal FinanceEven if you think you have your plan all nailed down, complete with detailed spreadsheets and an inflation buffer, there may be something you're missing.and more »

Your DIY Retirement Plan Could Be Saved by a Second Opinion - Kiplinger's Personal Finance
2017-11-09

Kiplinger's Personal FinanceYour DIY Retirement Plan Could Be Saved by a Second OpinionKiplinger's Personal FinanceEd Slott's Elite IRA Advisor Group (“Ed Slott”) is a membership organization. Qualifying criteria includes payment of annual dues and attendance of workshops. Membership with Ed Slott in no way implies that Eric Peterson is an IRA distribution expert ...and more »

Your end-of-year financial checklist - Idaho State Journal
2017-11-07

Idaho State JournalYour end-of-year financial checklistIdaho State JournalLandon is a member of Ed Slott's Master Elite IRA Advisor Group, the National Ethics Association and the Better Business Bureau. For more information about Jennifer Landon and Journey Financial Services, please call 208-552-9169 or visit www.

4 Smart Ways To Save No Matter What Congress Does To 401(k)s - Forbes
2017-11-07

Forbes4 Smart Ways To Save No Matter What Congress Does To 401(k)sForbesWorried that Congress still might change the rules on how much you can stash away pretax in your 401(k) workplace retirement plan? Stop worrying and start ...The Pros and Cons of a Roth IRA - NerdWalletNerdWallet (blog)Many unaware of Roth 401(k) benefitsDeathRattleSports.comall 12 news articles »

Ed Slott on Roth IRA conversions becoming permanent - InvestmentNews
2017-11-06

Ed Slott on Roth IRA conversions becoming permanentInvestmentNewsTax professionals are ringing alarm bells that a House proposal unveiled last week deserves financial advisers' attention. Should the measure become law, taxpayers who decided to convert a Roth IRA to a traditional, or pre-tax, individual retirement ...

Southern Field Hockey Falls to Rumson in Shore Conference Tourney Finals, Finish Season with 21-3 Record - TAPinto.net
2017-11-05

TAPinto.netSouthern Field Hockey Falls to Rumson in Shore Conference Tourney Finals, Finish Season with 21-3 RecordTAPinto.netHAZLET - The Southern Regional Girls Field Hockey team advanced to the Shore Conference Tournament finals against Rumson on Saturday afternoon. Unfortunately the Rams came up short 5-0 in the contest. Maddy Leyh had 20 saves to lead the Rams.and more »

Southern Field Hockey Falls to Rumson in Shore Conference ... - TAPinto.net
2017-11-05

TAPinto.netSouthern Field Hockey Falls to Rumson in Shore Conference ...TAPinto.netHAZLET - The Southern Regional Girls Field Hockey team advanced to the Shore Conference Tournament finals against Rumson on Saturday afternoon.and more »

The Opening Shot: Tax Reform Proposal is Finally Unveiled - TAPinto.net
2017-11-05

TAPinto.netThe Opening Shot: Tax Reform Proposal is Finally UnveiledTAPinto.netBASKING RIDGE, NJ — This alert from the Ed Slott Elite IRA Advisor Group offers an overview of the tax reform proposal, unveiled last week in Washington, D.C. It's way too early to tell what will stay or what will go, but stay tuned. It's here. On the ...Many unaware of Roth 401(k) benefitsWXIA-TVall 27 news articles »

Many unaware of Roth 401(k) benefits - WXIA-TV
2017-11-04

WXIA-TVMany unaware of Roth 401(k) benefitsWXIA-TVFor instance, you can't contribute to a Roth IRA if you're married filing jointly and your modified adjusted gross income is greater than $196,000. There is, however, no income limit to contributing to a Roth 401(k), says Sarah Brenner, an analyst with ...and more »

Many unaware of Roth 401(k) benefits - WBIR-TV
2017-11-04

WBIR-TVMany unaware of Roth 401(k) benefitsWBIR-TVDifferent from Roth IRA. Many things are similar but not quite the same when it comes to Roth IRAs and Roth 401(k)s, says Jeremy Portnoff, a certified financial planner with Portnoff Financial. For instance, you can't contribute to a Roth IRA if you're ...and more »

Many unaware of Roth 401(k) benefits - USA TODAY
2017-11-04

USA TODAYMany unaware of Roth 401(k) benefitsUSA TODAYFor instance, you can't contribute to a Roth IRA if you're married filing jointly and your modified adjusted gross income is greater than $196,000. There is, however, no income limit to contributing to a Roth 401(k), says Sarah Brenner, an analyst with ...and more »

Thinking About Taking Social Security At 62? Better Think Again. - TAPinto.net
2017-11-02

TAPinto.netThinking About Taking Social Security At 62? Better Think Again.TAPinto.netWalter Pardo is a Certified Wealth Strategist, Professional Plan Consultant and an Ed Slott Master Elite IRA Advisor with Series 7, 66 and 63 licenses and holds active Life and Health Insurance licenses in New Jersey, New York, Illinois, Kansas and ...and more »

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