You are here

In The News

Backdoor Roth IRA Conversions: They're Complicated but Still Legal ... - Motley Fool
2018-04-07

Backdoor Roth IRA Conversions: They're Complicated but Still Legal ...Motley FoolThe GOP tax overhaul didn't close the loophole used by people who earn too much to contribute to a Roth IRA to get funds into one anyway. Author Picture. Motley Fool Staff. (the_motley_fool). Apr 7, 2018 at 12:24PM. March 27 brings us the Motley Fool ...and more »

Bitcoin in Your IRA? Consider First the Risks, and the Fees - Real Daily (blog)
2018-04-03

Real Daily (blog)Bitcoin in Your IRA? Consider First the Risks, and the FeesReal Daily (blog)Ed Slott, a retirement-planning expert and founder of Ed Slott & Co. in Rockville Centre, New York, said that most professional retirement account planners would not suggest their clients invest in cryptocurrencies. “If you walk into Fidelity and say ...

The retirement dilemma and how annuities may help - AZ Big Media
2018-03-30

AZ Big MediaThe retirement dilemma and how annuities may helpAZ Big MediaAs people plan for retirement they're encountering many challenges, including: longer life expectancies, a shift in personal responsibility for retirement income, investment fears, and missed opportunities. Here's a breakdown of each: Author Calvin ...

Here's what to do if you can't pay your tax bill on time - CNBC
2018-03-27

CNBCHere's what to do if you can't pay your tax bill on timeCNBC"People get afraid and then don't file their return," said Ed Slott, a CPA and founder of Ed Slott & Co. in Rockville Centre, New York. "That's a big mistake." show chapters. This is what could go wrong if you wait too long to file your taxes 3:21 PM ...and more »

Here's what to do if you can't pay your tax bill on time - CNBC.com - CNBC
2018-03-27

CNBCHere's what to do if you can't pay your tax bill on time - CNBC.comCNBCTaxpayers who can't pay what they owe by Tax Day have several options. The most important thing to do is file your return to avoid steep penalties from the IRS.Notice 2014-21 - Internal Revenue ServiceInternal Revenue ServiceScam Alert: IRS Urges Taxpayers to Watch Out for Erroneous Refunds; Beware of Fake Calls to Return Money to a ...Internal Revenue Serviceall 170 news articles »

Retirement: 5 tips for people turning 70½, taking RMDs - USA Today - USA TODAY
2018-03-21

USA TODAYRetirement: 5 tips for people turning 70½, taking RMDs - USA TodayUSA TODAYAccording to the IRS, the year you turn 70½ is when you must begin withdrawing funds from a retirement account, even if you don't need the money yet.khou.com | Retirement: 5 tips for people turning 70½, taking a ...KHOURetirement: 5 tips for people turning 70½, taking a required minimum distribution or RMDWFMYNews2.comall 5 news articles »

The 'stretch' option for maximizing IRAs - Chicago Tribune
2018-03-21

The 'stretch' option for maximizing IRAsChicago TribuneBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs. To plan for a successful retirement, you must understand the fundamentals and nuances ...and more »

Retirement: 5 tips for people turning 70½, taking a required minimum distribution or RMD - WFAA
2018-03-21

WFAARetirement: 5 tips for people turning 70½, taking a required minimum distribution or RMDWFAATake two. If you missed your 2017 withdrawal last year, you will have to take two RMDs in 2018, says Beverly DeVeny, director of retirement education at Ed Slott and Company. The first RMD you take by April 1, 2018, applies to 2017, and the second ...and more »

Retirement: 5 tips for people turning 70½, taking a required minimum distribution or RMD - WZZM13.com
2018-03-21

WZZM13.comRetirement: 5 tips for people turning 70½, taking a required minimum distribution or RMDWZZM13.comTake two. If you missed your 2017 withdrawal last year, you will have to take two RMDs in 2018, says Beverly DeVeny, director of retirement education at Ed Slott and Company. The first RMD you take by April 1, 2018, applies to 2017, and the second ...and more »

Retirement: 5 tips for people turning 70½, taking a required minimum distribution or RMD - kiiitv.com
2018-03-21

kiiitv.comRetirement: 5 tips for people turning 70½, taking a required minimum distribution or RMDkiiitv.comTake two. If you missed your 2017 withdrawal last year, you will have to take two RMDs in 2018, says Beverly DeVeny, director of retirement education at Ed Slott and Company. The first RMD you take by April 1, 2018, applies to 2017, and the second ...Retirement: 5 tips for people turning 70½, taking RMDs - USA TodayUSA TODAYall 5 news articles »

Retirement: 5 tips for people turning 70½, taking a required minimum distribution or RMD - KHOU
2018-03-21

KHOURetirement: 5 tips for people turning 70½, taking a required minimum distribution or RMDKHOUTake two. If you missed your 2017 withdrawal last year, you will have to take two RMDs in 2018, says Beverly DeVeny, director of retirement education at Ed Slott and Company. The first RMD you take by April 1, 2018, applies to 2017, and the second ...and more »

Retirement: 5 tips for people turning 70½, taking a required minimum distribution or RMD - USA TODAY
2018-03-21

USA TODAYRetirement: 5 tips for people turning 70½, taking a required minimum distribution or RMDUSA TODAYTake two. If you missed your 2017 withdrawal last year, you will have to take two RMDs in 2018, says Beverly DeVeny, director of retirement education at Ed Slott and Company. The first RMD you take by April 1, 2018, applies to 2017, and the second ...and more »

Investment magazine features Berks adviser - Reading Eagle
2018-03-15

Investment magazine features Berks adviserReading EagleA graduate of Penn State University with a degree in civil engineering, Schultz's first career was as a structural engineer working on the design of nuclear and fossil-fuel power plants, hospitals, airports, and other projects. He was a contributing ...

4 warnings about using back-door Roth IRAs - InvestmentNews
2018-03-15

InvestmentNews4 warnings about using back-door Roth IRAsInvestmentNews4 warnings about using back-door Roth IRAs. The strategy allows high-income clients to make contributions to Roth IRAs despite income limits. Mar 15, 2018 @ 10:25 am. By Ed Slott. Share. More of your high-income clients can now move funds to Roth IRAs ...and more »

4 warnings about using back-door Roth IRAs - InvestmentNews - InvestmentNews
2018-03-15

InvestmentNews4 warnings about using back-door Roth IRAs - InvestmentNewsInvestmentNewsThe strategy allows high-income clients to make contributions to Roth IRAs despite income limits.and more »

Ed Slott's Retirement Book Revised to Reflect the New Tax Laws - PR Newswire (press release)
2018-03-15

Ed Slott's Retirement Book Revised to Reflect the New Tax LawsPR Newswire (press release)NEW YORK, March 15, 2018 /PRNewswire/ -- The 2018 edition of "Ed Slott's Retirement Decisions Guide," a book by Ed Slott, CPA, a nationally recognized IRA expert, founder of Ed Slott and Company and creator of irahelp.com, has been revised to ...

How bitcoin IRA investments bypass US fiduciary protections - Reuters
2018-03-15

How bitcoin IRA investments bypass US fiduciary protectionsReuters“As we've seen recently, it can drop like a stone, instantly,” said Ed Slott, who educates financial advisers on IRAs and publishes the Slott Report. Traditional IRA accounts hold mutual funds, equities and bonds; the custodial firms that hold these ...and more »

How Much Can You Contribute to a Roth IRA for 2017? - Kiplinger - Kiplinger's Personal Finance
2018-03-12

Kiplinger's Personal FinanceHow Much Can You Contribute to a Roth IRA for 2017? - KiplingerKiplinger's Personal FinanceThe Roth IRA contribution limit is $5500. If you are 50 or older, you can save $6500 including a $1000 catch-up contribution. Income limits apply.and more »

How Much Can You Contribute to a Roth IRA for 2017? - Kiplinger's Personal Finance
2018-03-12

Kiplinger's Personal FinanceHow Much Can You Contribute to a Roth IRA for 2017?Kiplinger's Personal FinanceWhy Save for Retirement in a Roth IRA? Ed Slott, who is a CPA and an IRA expert in Rockville Centre, N.Y., recommends Roth IRAs for savers of all ages. But, he adds, “the younger you are when you start investing in one, the more advantageous it'll be ...and more »

Do You Need a Do-Over on Your Roth Conversion? | Newsmax.com - Newsmax
2018-03-09

NewsmaxDo You Need a Do-Over on Your Roth Conversion? | Newsmax.comNewsmaxIf you turned a traditional IRA into a Roth IRA in 2017, you may be kicking yourself now: What seemed like a clever strategy a few months ago may not seem so smart if your account value dropped. People do this kind of conversion so they can escape ...and more »

Pages