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"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available at Hudson News - PR Newswire (press release)
2017-10-04

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available at Hudson NewsPR Newswire (press release)The 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 »

An 'exception' that could delay RMDs from 401(k)s - Financial Planning
2017-10-02

Financial PlanningAn 'exception' that could delay RMDs from 401(k)sFinancial PlanningHere's a twist: In recent months, I've received more questions from advisors about delaying required minimum distributions than I have about taking them. Whether for economic reasons or by choice, more people than ever are staying on the job past age 70½.and more »

The "still working" exception for RMDs in 401(k)s | Financial Planning - Financial Planning
2017-10-02

Financial PlanningThe "still working" exception for RMDs in 401(k)s | Financial PlanningFinancial PlanningHere's a twist: In recent months, I've received more questions from advisors about delaying required minimum distributions than I have about taking them. Whether for economic reasons or by choice, more people than ever are staying on the job past age ...and more »

Society for Financial Awareness Workshop: Retirement Income & Protecting Your Assets - TAPinto.net
2017-09-29

Society for Financial Awareness Workshop: Retirement Income & Protecting Your AssetsTAPinto.netHe is Board Certified in Estate Planning (BCE) from the Institute of Business and Finance and is a member of the Ed Slott Elite IRA Advisor Group. If you would like to register for any session, please call 732-752-1166 x6​ or stop by our Information ...

7 free ways to improve your personal finance planning - WRTV Indianapolis
2017-09-23

WRTV Indianapolis7 free ways to improve your personal finance planningWRTV IndianapolisAlso financial gurus such Dave Ramsey, Suze Orman, Clark Howard, Robert Kiyosaki (Rich Dad, Poor Dad), Ed Slott, David Bach and others have made their fortunes selling books, DVDs and other personal finance products to consumers. To boost their ...

Should You Make IRA Contributions After 65? - Morningstar.com
2017-09-21

Should You Make IRA Contributions After 65?Morningstar.comAs I was listening to my voicemail on a Saturday morning, I picked up a message from a relative. "Christine, I have some extra money to invest," she said. "I put some cash into my traditional IRA earlier this year, but this time I wonder if I should ...

Should You Make IRA Contributions After 65? - Morningstar - Morningstar.com
2017-09-21

Should You Make IRA Contributions After 65? - MorningstarMorningstar.comAs I was listening to my voicemail on a Saturday morning, I picked up a message from a relative. "Christine,and more »

Retirement benefits for military families - InvestmentNews
2017-09-14

InvestmentNewsRetirement benefits for military familiesInvestmentNewsVeterans Day is coming in November, and there are retirement benefits for current military members who could use financial help. Financial advisers should pass this information on to clients and friends who might benefit from one of these retirement ...

Can you save tax-free after 70 1⁄2 ? - Newsday
2017-09-13

Can you save tax-free after 70 1⁄2 ?NewsdayYou can also contribute earned income to a tax-free Roth IRA at any age, notes Ed Slott, a Rockville Centre tax accountant. Roth contributions aren't deductible, but if your taxable income is modest, tax deductions have limited value. THE BOTTOM LINE ...

Making a Living as a Freelancer? Here's How to Save for Retirement - Wall Street Journal (subscription)
2017-09-10

Wall Street Journal (subscription)Making a Living as a Freelancer? Here's How to Save for RetirementWall Street Journal (subscription)From Uber to Etsy to Lyft to Fiverr, more people are making their livelihood from freelancing. But directing a solo career—and not having a company-sponsored retirement plan—also means taking full responsibility for your retirement savings. And that ...and more »

People Hope to Work Later in Life. Here's the Reality - Wall Street Journal (subscription)
2017-09-07

Wall Street Journal (subscription)People Hope to Work Later in Life. Here's the RealityWall Street Journal (subscription)Unfortunately, this idea of joint or combined accounts and withdrawals is “a common misconception” among spouses, says Ed Slott, an IRA expert in Rockville Centre, N.Y. “Couples sometimes think that if all the income goes on the same joint tax return, ...and more »

People Hope to Work Later in Life. Here's the Reality - WSJ - Wall Street Journal (subscription)
2017-09-07

Wall Street Journal (subscription)People Hope to Work Later in Life. Here's the Reality - WSJWall Street Journal (subscription)People say they hope to keep earning income. But the facts tell a different story.

The bucket approach to securing your retirement - Chicago Tribune
2017-09-05

The bucket approach to securing your retirementChicago TribunePlanning for retirement is not easy. Many readers write me with their concerns, and one of the most common is that they won't have sufficient assets to provide the income they need for a retirement that may last 30 years or more. Another common ...

Here are 5 tips to an early retirement - AZ Big Media
2017-09-02

AZ Big MediaHere are 5 tips to an early retirementAZ Big MediaAre you ready for retirement? How much do you need to retire and still live the same lifestyle? When should you start saving? Most Americans surprisingly don't know the answer to these questions. And even more surprising is that one in every three ...

'The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement' Now Available on Amazon.com ... - Broadway World
2017-08-29

'The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement' Now Available on Amazon.com ...Broadway WorldThe 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. "You'll learn more here than you would from most other retirement books," touts ...

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available on Amazon.com ... - Markets Insider
2017-08-29

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available on Amazon.com ...Markets 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. "You'll learn more here than you would from most other retirement books," touts ...and more »

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available on Amazon.com ... - PR Newswire (press release)
2017-08-29

"The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement" Now Available on Amazon.com ...PR Newswire (press release)The 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. "You'll learn more here than you would from most other retirement books," touts ...and more »

'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 »

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