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

NewsmaxDo You Need a Do-Over on Your Roth Conversion?NewsmaxSo as you do your 2017 tax return you could face an aggravating realization: You owe taxes on sums that have evaporated. If you converted $100,000 in 2017 and the value in your Roth is now $90,000, then you would still owe taxes on $100,000 in income ...

Retire Safe & Secure with Ed Slott - KCET
2018-03-09

Retire Safe & Secure with Ed SlottKCETRetire Safe & Secure with Ed Slott. America needs Ed Slott now more than ever! Greedy Wall Street bankers and Congress have just upended 30+ years of the tax code - what does it all mean for you and your family!? And more importantly, how can you ...

Blog / February 2018 / Tacoma's KBTC to host pledge drive with IRA expert - Business Examiner (blog)
2018-03-07

Blog / February 2018 / Tacoma's KBTC to host pledge drive with IRA expertBusiness Examiner (blog)Tacoma public television station KBTC will feature Ed Slott, a CPA and IRA expert, and his recent show “Retire Safe & Secure! with Ed Slott” during a live pledge drive to support the station on March 14. The program teaches viewers how to protect ...

Tacoma's KBTC to host pledge drive with IRA expert - Business Examiner (blog)
2018-03-07

Tacoma's KBTC to host pledge drive with IRA expertBusiness Examiner (blog)Tacoma public television station KBTC will feature Ed Slott, a CPA and IRA expert, and his recent show “Retire Safe & Secure! with Ed Slott” during a live pledge drive to support the station on March 14. The program teaches viewers how to protect ...

COLUMN-Do you need a do-over on your Roth conversion? - Reuters
2018-03-07

COLUMN-Do you need a do-over on your Roth conversion?Reuters“Try a do-over,” said Ed Slott, chief executive of Ed Slott & Company and founder of IRAHelp.com. For conversions made in 2017, you can simply send your Roth IRA funds back to your IRA. It is called a “recharacterization,” and with extensions, you have ...

Here's an IRA you can open even if you're not working - CNBC
2018-03-07

CNBCHere's an IRA you can open even if you're not workingCNBCIf you're married, you could be missing out on one way to sock away even more money for retirement. Spousal individual retirement accounts let you save money toward retirement for a non-working spouse. Individuals can contribute up to $5,500 per year ...and more »

Spousal IRAs are a missed retirement savings opportunity for couples - CNBC
2018-03-07

CNBCSpousal IRAs are a missed retirement savings opportunity for couplesCNBCIf you're married and your spouse doesn't work, you can still set aside funds for their retirement. Many couples forget about the spousal IRA.COLUMN-Do you need a do-over on your Roth conversion?Reuters5 Crucial Questions to Ask About Your Tax PlanTAPinto.netall 9 news articles »

Using bitcoin in your IRA may be a bad idea - CNBC.com - CNBC
2018-03-06

CNBCUsing bitcoin in your IRA may be a bad idea - CNBC.comCNBCIn March 2017, bitcoin traded at around $1,000 a coin. Later in December, it was more than $19,000. This week, it's back around $11,000. Some people are betting that in 2050 — or whenever they are more gray-haired than today — it'll be worth a lot ...and more »

Bitcoin in an IRA can threaten your retirement - CNBC
2018-03-06

CNBCBitcoin in an IRA can threaten your retirementCNBC"If you walk into Fidelity and say, 'Put bitcoin into my IRA, they'll say, 'Get lost'," said Ed Slott, retirement-planning expert and founder of Ed Slott & Co. in Rockville Centre, New York. So if you want to invest your retirement savings in ...and more »

Putting bitcoin in your IRA can sink your retirement - CNBC.com - CNBC
2018-03-06

CNBCPutting bitcoin in your IRA can sink your retirement - CNBC.comCNBCLast March, bitcoin traded at around $1,000 a coin. Later in December, it was more than $19,000. This week, it's back around $11,000. Some people are betting that in 2050 — or whenever they are more gray-haired than today — it'll be worth a lot more ...and more »

Putting bitcoin in your IRA threatens your retirement - CNBC.com - CNBC
2018-03-06

CNBCPutting bitcoin in your IRA threatens your retirement - CNBC.comCNBCLast March, bitcoin traded at around $1,000 a coin. Later in December, it was more than $19,000. This week, it's back around $11,000. Some people are betting that in 2050 — or whenever they are more gray-haired than today — it'll be worth a lot more ...and more »

Putting bitcoin in your IRA can sink your retirement. - CNBC.com - CNBC
2018-03-06

CNBCPutting bitcoin in your IRA can sink your retirement. - CNBC.comCNBCLast March, bitcoin traded at around $1,000 a coin. Later in December, it was more than $19,000. This week, it's back around $11,000. Some people are betting that in 2050 — or whenever they are more gray-haired than today — it'll be worth a lot more ...and more »

Why stuffing your retirement savings with bitcoin may be a bad idea - CNBC
2018-03-05

CNBCWhy stuffing your retirement savings with bitcoin may be a bad ideaCNBCTo make matters more complicated (and expensive), if you want cryptocurrencies among your alternative investments, these custodians often require you to first hire another company to make the purchases of bitcoins and ripples for you. "If you walk into ...and more »

8 key life events that require financial advice - AZ Big Media
2018-03-05

AZ Big Media8 key life events that require financial adviceAZ Big MediaAuthor Calvin Goetz, co-founder of Strategy Financial Group, LLC, an Arizona registered investment advisor, has dedicated more than a decade of his professional career to serving the financial and retirement planning needs of clients across the nation ...

Brad Pistole Awarded Prestigious Honor - PR Web (press release)
2018-03-05

Brad Pistole Awarded Prestigious HonorPR Web (press release)Brad has been recognized with Ed Slott and Company as a Master Elite IRA Advisor from 2010-2017. He has also been a member of the MDRT – Million Dollar Round Table “The Premier Association of Financial Professionals” from 2011-2017. He was awarded “Top ...

"Retire Safe & Secure! with Ed Slott" Now Airing on Public Television Nationwide - PR Newswire (press release)
2018-03-02

"Retire Safe & Secure! with Ed Slott" Now Airing on Public Television NationwidePR Newswire (press release)NEW YORK, March 2, 2018 /PRNewswire/ -- "Retire Safe & Secure! with Ed Slott" is now airing on public television stations throughout the country. The special educates viewers on key strategies to help protect retirement savings so that they can have ...and more »

'Retire Safe & Secure! with Ed Slott' Now Airing on Public Television ... - PR Newswire (press release)
2018-03-02

'Retire Safe & Secure! with Ed Slott' Now Airing on Public Television ...PR Newswire (press release)NEW YORK, March 2, 2018 /PRNewswire/ -- "Retire Safe & Secure! with Ed Slott" is now airing on public television stations throughout the country. The special educates viewers on key strategies to help protect retirement savings so that they can have ...and more »

How to Best Leave an IRA to Charity - Morningstar.com
2018-03-02

How to Best Leave an IRA to CharityMorningstar.comNote: This article is part of Morningstar's 2018 Guide to IRAs special report. A version of this article appeared on Aug. 12, 2017. Question: I want to leave my estate, which includes a substantial IRA and other assets, to a collection of individual ...

20 IRA Mistakes to Avoid - Morningstar - Morningstar.com
2018-02-27

20 IRA Mistakes to Avoid - MorningstarMorningstar.comNote: This article is part of Morningstar.com's 2018 Guide to IRAs special report. A version of.and more »

Local Advisor Celebrates the 20th Anniversary of the Roth IRA - TAPinto.net
2018-02-23

TAPinto.netLocal Advisor Celebrates the 20th Anniversary of the Roth IRATAPinto.netEd Slott and Company, LLC is the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott's Elite IRA Advisor Group SM is comprised of nearly 400 of the nation's top financial professionals who are ...and more »

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