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Here are 5 key year-end retirement account deadlines to consider ... - AZ Big Media
2017-11-01

AZ Big MediaHere are 5 key year-end retirement account deadlines to consider ...AZ Big Media2017 is rapidly coming to a close. Thanksgiving is around the corner, and just as the busy holiday season can quickly sneak up on us, so can year-end ...and more »

Here are 5 key year-end retirement account deadlines to consider - AZ Big Media
2017-11-01

AZ Big MediaHere are 5 key year-end retirement account deadlines to considerAZ Big Media... of “Climbing the Retirement Mountain,” Calvin Goetz is an Investment Adviser Representative who holds the Series 65 securities license, is life and health insurance licensed in the state of Arizona and is a member of Ed Slott's Elite IRA Advisor ...

Hidden risks of hurricane tax relief - Financial Planning
2017-10-31

Financial PlanningHidden risks of hurricane tax reliefFinancial PlanningEd Slott. Published. October 31 2017, 10:48am EDT. More in. Tax planning · Hurricane Maria · Hurricane Harvey · Hurricane Irma · IRAs · 401(k) · Retirement planning. Print Email Reprints Share. Victims of Hurricanes Harvey, Irma and Maria — who may ...

You may be paying more tax on inherited IRA than required | Expert ... - Virginian-Pilot
2017-10-30

Virginian-PilotYou may be paying more tax on inherited IRA than required | Expert ...Virginian-PilotDo you remember when you received your first speeding ticket? I do. I was young and that very day, I did mental math to calculate the cost of that carbon-copy ...Roth 401(k) vs. traditional 401(k): How to choose which is best for ...Chicago TribuneRoth 401(k) Vs. Traditional: How To Choose Which Is Best For YouInvestor's Business Dailyall 48 news articles »

You may be paying more tax on inherited IRA than required | Expert column - Virginian-Pilot
2017-10-30

Virginian-PilotYou may be paying more tax on inherited IRA than required | Expert columnVirginian-PilotIt is why I dedicate a portion of two weeks per year to attend classroom study aimed at a highly-focused understanding of IRA regulations with Ed Slott's Master Elite IRA Adviser Group. So, here's a few ways IRAs might surprise you. I cite these from ...Roth 401(k) vs. traditional 401(k): How to choose which is best for youChicago Tribuneall 9 news articles »

Roth 401(k) vs. traditional 401(k): How to choose which is best for you - Chicago Tribune
2017-10-30

Chicago TribuneRoth 401(k) vs. traditional 401(k): How to choose which is best for youChicago TribuneIf you expect your tax rate to stay the same or rise once you retire, then it typically makes more sense for you to use Roth-style accounts, says Ed Slott, founder of IRAhelp.com. "That's why the use of Roth accounts is more popular among younger ...and more »

Roth 401(k) Vs. Traditional: How To Choose Which Is Best For You - Investor's Business Daily
2017-10-27

Investor's Business DailyRoth 401(k) Vs. Traditional: How To Choose Which Is Best For YouInvestor's Business DailyIf you expect your tax rate to stay the same or rise once you retire, then it typically makes more sense for you to use Roth-style accounts, says Ed Slott, founder of IRAhelp.com. "That's why the use of Roth accounts is more popular among younger ...and more »

INVESTORS, PLANS & MONEY: Divorce requires planning - Wicked Local Plymouth
2017-10-26

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Divorce requires planningWicked Local PlymouthHe 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 »

Transferring retirement savings to beneficiaries is tricky - The Mercury News
2017-10-23

The Mercury NewsTransferring retirement savings to beneficiaries is trickyThe Mercury NewsSetting up an orderly transfer of IRA (Individual Retirement Account) savings to a beneficiary can be challenging, but doing it right can bring substantial ...and more »

Cost-effective transfer of retirement savings to beneficiaries is a tricky business, but worth mastering - The Mercury News
2017-10-23

The Mercury NewsCost-effective transfer of retirement savings to beneficiaries is a tricky business, but worth masteringThe Mercury NewsThe resource that explains these issues in numbing detail is Twila Slesnick and John Suttle's “IRA's 401(k)'s and other Retirement Plans — Taking your money out.” Another respected resource is Ed Slott, whose collection of books covers various aspects ...Don't do these 6 things when you inherit your spouse's IRAMarketWatchall 27 news articles »

Don't do these 6 things when you inherit your spouse's IRA - MarketWatch
2017-10-23

MarketWatchDon't do these 6 things when you inherit your spouse's IRAMarketWatchCurfman consults with clients of Richmond Brothers, Inc. on issues such as beneficiary planning, estate planning matters and long-term tax efficiency for multiple generations. He has been a member of Ed Slott's Master Elite IRA Advisor Group for over ...and more »

How to make sure that inherited IRA doesn't cost you big time - CNBC
2017-10-20

CNBCHow to make sure that inherited IRA doesn't cost you big timeCNBCBut beware: Inherited IRAs are like eggs, and once they're broken, you can't put them back together, according to IRA expert Ed Slott, founder of Ed Slott and Co. "The people who inherit are never as careful with the money as the one who earned it ...and more »

What's next after planning your retirement? Help your children and ... - MarketWatch
2017-10-17

MarketWatchWhat's next after planning your retirement? Help your children and ...MarketWatchYou've worked hard over the years, saving for your retirement. So hard, in fact, that you are well-prepared to face your golden years. You've also worked hard ...and more »

Tax Reform: Ending Forced Retirement Withdrawals - Cato Institute (blog)
2017-10-17

Tax Reform: Ending Forced Retirement WithdrawalsCato Institute (blog)In writing this study on savings, I came across a Wall Street Journal piece arguing for liberalizing the RMD rules. Accountant Ed Slott says that the “government should raise the age for required minimum distributions to at least 80—if not eliminate ...and more »

Retirement planning challenges under tax reform - InvestmentNews
2017-10-13

InvestmentNewsRetirement planning challenges under tax reformInvestmentNewsDuring retirement, clients may be counting on certain deductions to reduce their taxable income, but under the latest tax proposal some of the biggest deductions are on the chopping block. Advisers will have to address what might happen, before you ...and more »

Retirement planning challenges under tax reform - InvestmentNews - InvestmentNews
2017-10-13

InvestmentNewsRetirement planning challenges under tax reform - InvestmentNewsInvestmentNewsLosing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.and more »

Sandra Sunken: How to fix your overfunded account - Ventura County Star
2017-10-12

Ventura County StarSandra Sunken: How to fix your overfunded accountVentura County StarKeep track of your Roth IRA contributions, said Ed Slott, founder of Ed Slott & Company. And remember there is no age limit to add to your account, but there is an income limit. Video provided by TheStreet Newslook. Sandra-Sunken. SANDRA SUNKEN ...and more »

Once per year IRA rollover rule and how to avoid costly mistakes - AZ Big Media
2017-10-06

AZ Big MediaOnce per year IRA rollover rule and how to avoid costly mistakesAZ Big Media... IAR (Investment Adviser Representative) who holds the Series 65 securities license, is life and health insurance licensed in the state of Arizona and is a member of Ed Slott's Elite IRA Advisor Group™ and the National Association of Insurance and ...and more »

"The Bucket Plan: Protecting and Growing Your Assets for a Worry ... - Markets Insider
2017-10-04

"The Bucket Plan: Protecting and Growing Your Assets for a Worry ...Markets InsiderCLEVELAND, Oct. 4, 2017 /PRNewswire/ -- Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new ...and more »

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available at Hudson News - Markets Insider
2017-10-04

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available at Hudson NewsMarkets InsiderThe foreword of the book was written by Ed Slott, CPA, who has been recognized by The Wall Street Journal as "America's IRA Expert" and is a professional mentor to Smith. "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" ...and more »

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