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SOLD OUT: Ed Slott and Company's Exclusive 2-Day IRA Workshop in Orlando on February 22-23 - PR Newswire (press release)
2018-02-20

SOLD OUT: Ed Slott and Company's Exclusive 2-Day IRA Workshop in Orlando on February 22-23PR Newswire (press release)"It is not surprising that our 2-Day IRA Workshop in Orlando is sold out. Not only have we become known in the industry as an organization that provides highly technical and accurate information, but recent changes to the tax laws make education in ...and more »

SOLD OUT: Ed Slott and Company's Exclusive 2-Day IRA Workshop ... - PR Newswire (press release)
2018-02-20

SOLD OUT: Ed Slott and Company's Exclusive 2-Day IRA Workshop ...PR Newswire (press release)"It is not surprising that our 2-Day IRA Workshop in Orlando is sold out. Not only have we become known in the industry as an organization that provides highly technical and accurate information, but recent changes to the tax laws make education in ...and more »

5 ways to hone retirement plans under new tax regime - CNBC
2018-02-20

CNBC5 ways to hone retirement plans under new tax regimeCNBC"People need to diversify their tax risk," said Ed Slott, CPA, retirement-planning expert and founder of Ed Slott & Co. in Rockville Centre, New York. "A tax-free retirement account is important over the long haul because higher rates in the future may ...and more »

5 ways to hone retirement plans under new tax regime - CNBC.com - CNBC
2018-02-20

CNBC5 ways to hone retirement plans under new tax regime - CNBC.comCNBCRule changes regarding deductions, exemptions, credits and brackets pose new tax-planning challenges for all but also impact those planning for retirement.and more »

New tax law provides opportunity for tax-rate arbitrage on Roth IRAs - InvestmentNews
2018-02-15

InvestmentNewsNew tax law provides opportunity for tax-rate arbitrage on Roth IRAsInvestmentNewsNew tax law provides opportunity for tax-rate arbitrage on Roth IRAs. Some clients could profit from the spread between 2017 and 2018 tax rates. Feb 15, 2018 @ 10:44 am. By Ed Slott. Share. The new, lower 2018 tax rates have made Roth IRA planning more ...and more »

Is an IRA certificate of deposit (CD) tax deductible? - Bankrate.com
2018-02-12

Bankrate.comIs an IRA certificate of deposit (CD) tax deductible?Bankrate.comFortunately, there is a last-minute incentive that you may be able to claim today: A tax break for traditional individual retirement account (IRA) contributions. Whether you qualify for a deduction depends on multiple factors, including your filing ...

Business Newsmaker: Lantz Jr. attends The University of Miami Law School Heckerling Tax Institute - SouthCoastToday.com
2018-02-11

SouthCoastToday.comBusiness Newsmaker: Lantz Jr. attends The University of Miami Law School Heckerling Tax InstituteSouthCoastToday.comRaymond C. Lantz Jr., president of USA Wealth Group, Inc., Dartmouth, recently attended the 52nd annual University of Miami Law School Heckerling Tax Institute in Orlando, Florida on Jan. 22-26. The institute is the nation's premiere tax planning ...

What are rules on claiming an older child as a deduction? - Newsday
2018-02-09

What are rules on claiming an older child as a deduction?NewsdayHowever, he or she might still be eligible to be claimed as a 'qualifying relative,' says Ed Slott, a Rockville Centre tax accountant. A qualifying relative can be your child, grandchild, great-grandchild, stepchild, adopted child, foster child ...

Left without a pension? Check out IRAs and 401(k)s. - USA TODAY
2018-02-09

USA TODAYLeft without a pension? Check out IRAs and 401(k)s.USA TODAYKeep 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. roth-ira-traditional-iras-retire ...and more »

IRAs and 401(k)s are being relied upon for retirement - USA Today - USA TODAY
2018-02-09

USA TODAYIRAs and 401(k)s are being relied upon for retirement - USA TodayUSA TODAYBut now, many Americans don't have a traditional pension plan and they must fund their retirement lifestyle with Social Security.and more »

It's the Roth IRA's 20th Birthday, and You Still Get the Present - Fox Business
2018-02-06

It's the Roth IRA's 20th Birthday, and You Still Get the PresentFox BusinessIt was from irahelp.com, the website of Ed Slott, who is generally considered the world's premier expert on IRAs. And I didn't really think about it, but it is the 20-year anniversary of the launch of the Roth IRA. Just so we all are on the same page ...

It's the Roth IRA's 20th Birthday, and You Still Get the Present - Motley Fool
2018-02-05

It's the Roth IRA's 20th Birthday, and You Still Get the PresentMotley FoolHe served as a senator alongside Joe Biden for years and at his funeral Joe Biden said Bill Roth was the "guy I trusted most in public life." So, he seems like a pretty decent guy, and we have a great account thanks to him. According to IraHelp.com, 25 ...and more »

It's the Roth IRA's 20th Birthday, and You Still Get the Present -- The ... - Motley Fool
2018-02-05

It's the Roth IRA's 20th Birthday, and You Still Get the Present -- The ...Motley FoolHowever, thanks to the new tax overhaul, your benefit from the account's tax-advantaged nature probably just shrank. Author Picture. Motley Fool Staff. (the_motley_fool). Feb 5, 2018 at 6:50PM. In this "What's Up, Bro" segment from the episode of ...and more »

New Tax Law Makes Roth IRA More Appealing to Savers - Nasdaq
2018-02-02

New Tax Law Makes Roth IRA More Appealing to SaversNasdaqIf you contributed the maximum to a Roth for each of the past 20 years, you'd have nearly $200,000 in tax-free savings, assuming you invested it all in a fund that tracks Standard & Poor's 500-stock index and reinvested the dividends. Ed Slott, a CPA ...

How will tax law changes affect you in 2018? - AZ Big Media
2018-02-02

AZ Big MediaHow will tax law changes affect you in 2018?AZ Big MediaAbout the author: Financial adviser, retirement wealth strategist, founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” Calvin Goetz is an Investment Adviser Representative who holds the Series 65 securities license, is ...

New Tax Law Makes Roth IRA More Appealing to Savers - Kiplinger's Personal Finance
2018-02-01

Kiplinger's Personal FinanceNew Tax Law Makes Roth IRA More Appealing to SaversKiplinger's Personal FinanceIf you contributed the maximum to a Roth for each of the past 20 years, you'd have nearly $200,000 in tax-free savings, assuming you invested it all in a fund that tracks Standard & Poor's 500-stock index and reinvested the dividends. Ed Slott, a CPA ...and more »

New Tax Law Gives Roth IRA More Appeal - Kiplinger - Kiplinger's Personal Finance
2018-02-01

Kiplinger's Personal FinanceNew Tax Law Gives Roth IRA More Appeal - KiplingerKiplinger's Personal FinanceAs the Roth turns 20, the new tax law gives it an edge for savers.and more »

Expert offers insights on 20th anniversary of Roth IRA - AZ Big Media
2018-01-25

USA TODAYExpert offers insights on 20th anniversary of Roth IRAAZ Big Media“I am a big proponent of Roth IRAs, as contributions today lead to tax-free money in retirement, when you need it most,” said Ed Slott, CPA, founder of Ed Slott and Company and a nationally-recognized IRA expert who was named “The Best Source for IRA ...It has been 20 years now — are you taking advantage of a Roth IRA?The Coloradoanall 1 news articles »

Expert offers insights on 20th anniversary of Roth IRA | AZ Big Media - AZ Big Media
2018-01-25

AZ Big MediaExpert offers insights on 20th anniversary of Roth IRA | AZ Big MediaAZ Big MediaJanuary marks the 20th anniversary of the Roth IRA. First made available to American investors in January of 1998, a Roth IRA is an individual retirement account that is funded with after-tax dollars and provides tax-free growth and income for ...and more »

It has been 20 years now — are you taking advantage of a Roth IRA? - The Coloradoan
2018-01-25

The ColoradoanIt has been 20 years now — are you taking advantage of a Roth IRA?The ColoradoanAssuming you hold investments that have risen sharply in value from the powerful stock-market rally, it might pay to wait for a downdraft. A stock market correction could be an optimal time to do a Roth conversion by allowing investors to pay the ...and more »

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