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Help for Deciding What to Do in Retirement - Wall Street Journal
2016-03-20

Wall Street JournalHelp for Deciding What to Do in RetirementWall Street JournalWhat's more, the still-working exception applies only to the company where you're currently employed, says Ed Slott, a a certified public accountant and IRA specialist in Rockville Centre, N.Y.. If you have a 401(k), for instance, with a former ...

Ed Slott's Retirement Roadmap from Forever Taxed to Never Taxed – Tuesday at 8 pm - WUFT (blog)
2016-03-18

Ed Slott's Retirement Roadmap from Forever Taxed to Never Taxed – Tuesday at 8 pmWUFT (blog)Ed Slott's Retirement Roadmap from Forever Taxed to Never Taxed – Tuesday at 8 p.m.. By swagner. March 21, 2016 TV. Ed Slott, America's IRA Expert, shows you how to steer clear of the roadblocks in your retirement. 2016-03-21. swagner. Share.

BULLETIN BOARD - Pocono Record
2016-03-17

BULLETIN BOARDPocono RecordThe fundraising event will feature America's IRA Expert, Ed Slott and other nationally recognized retirement and investment experts. Cost is a $50 donation to St. Jude Children's Research Hospital, and each attendee will receive complimentary lunch, a ...

Bulletin board, Friday, March 18, 2016 - Pocono Record
2016-03-17

Bulletin board, Friday, March 18, 2016Pocono RecordThe fundraising event will feature America's IRA Expert, Ed Slott and other nationally recognized retirement and investment experts. Cost is a $50 donation to St. Jude Children's Research Hospital, and each attendee will receive complimentary lunch, a ...and more »

If you inherit an IRA, make a plan before doing a thing - USA TODAY
2016-03-15

If you inherit an IRA, make a plan before doing a thingUSA TODAYThis has plenty of advantages. One, the beneficiary can postpone required minimum distributions (RMDs) until age 70½, says Gibson. Plus, beneficiaries can use their own life expectancy to calculate RMDs, says Jeffrey Levine, an IRA consultant with Ed ...

What to know about disability insurance - MarketWatch
2016-03-15

MarketWatchWhat to know about disability insuranceMarketWatchIf so, you could have rolled over the funds directly to an inherited IRA or even converted the 401(k) balance to an inherited Roth IRA, says Ed Slott, a certified public accountant and IRA specialist in Rockville Centre, N.Y. But…those steps had to be ...and more »

3 Totally Realistic Strategies for Revving Up Your Retirement Savings - TIME
2016-03-15

TIME3 Totally Realistic Strategies for Revving Up Your Retirement SavingsTIME“You could conceivably max out more than one plan,” says Jeffrey Levine, a CPA with Ed Slott and Co. Say, for example, you're under 50 and earn $100,000 at your fulltime job, plus $35,000 from an unrelated one-person business. You can save not only ...and more »

Retirement: 3 Totally Realistic Strategies for Boosting Your Savings - TIME
2016-03-15

TIMERetirement: 3 Totally Realistic Strategies for Boosting Your SavingsTIMEThe third article in a four-part series on the best ways to use tax-advantaged savings vehicles to jump-start—and turbocharge—your retirement.and more »

10 Reasons You Feel Old and Get Fat airs Friday, March 11 at 7 pm on 3-1 - KENW
2016-03-11

KENW10 Reasons You Feel Old and Get Fat airs Friday, March 11 at 7 pm on 3-1KENWEd Slott's Retirement Roadmap... From Forever Taxed to Never Taxed airs Friday. Hear more from Ed Slott on Friday, March 11 at 8:30 pm on 3-2. Hot Flash Havoc airs Saturday, March 12 at 2 pm on 3-2. Shown - Robin Gorog. Empower yourself with the truth ...

RMD Start Date and Your Heirs - Nasdaq
2016-03-11

NasdaqRMD Start Date and Your HeirsNasdaq"The most confusing year is the first year," says Jeffrey Levine, chief retirement strategist at Ed Slott and Co. If you wait until April 1, you will need to take two distributions in the same year. The person with the May birthday above must take his ...and more »

RMD Start Date and Your Heirs - Kiplinger Personal Finance
2016-03-10

Kiplinger Personal FinanceRMD Start Date and Your HeirsKiplinger Personal Finance... will be April 1, 2017. But if you turn 70 in September 2016, you won't turn 70 1/2 until 2017 -- and you must take your first distribution by April 1, 2018. "The most confusing year is the first year," says Jeffrey Levine, chief retirement ...and more »

Last-Minute IRA Contributors: 10 Mistakes to Avoid - Morningstar.com
2016-03-10

Orion GazetteLast-Minute IRA Contributors: 10 Mistakes to AvoidMorningstar.comKitces suggests waiting at least a year to convert the traditional IRA assets to Roth, whereas IRA expert Ed Slott has suggested a shorter time frame should work. Kitces also recommends in this video that rather than let the traditional IRA assets sit ...The Role of IRAs in U.S. Household Saving for Retirement, 2015 (PDF) - Investment Company InstituteInvestment Company InstituteICI - Release: Quarterly Retirement Market Data, Third Quarter 2015Investment Company Instituteall 58 news articles »

Real Estate And Wealth Expo - Public Broadcasting Atlanta
2016-03-09

Real Estate And Wealth ExpoPublic Broadcasting AtlantaFeaturing Suze Orman , Ed Slott, TV's "Rehab Addict" Nicole Curtis, Robert Herjavec From TV's "Shark Tank" and more! With your gift of support you will be able to attend a once-in-a-lifetime learning event featuring some of the country's greatest ...

5 things to know about a financial advisor - MarketWatch
2016-03-08

MarketWatch5 things to know about a financial advisorMarketWatchCarlos is a Registered Financial Consultant, Certified in Long-Term Care and a member of Ed Slott's Elite IRA Advisor Group. He has become a point of reference and resource to Elder/Estate Planning Attorneys and CPA's and has taught them unique and ...and more »

5 things to know about a financial advisor - MarketWatch - MarketWatch
2016-03-08

MarketWatch5 things to know about a financial advisor - MarketWatchMarketWatchFinding the right advisor can be tricky, especially considering the many tricks a financial advisor might have up his or her sleeve for prospective clients.and more »

What to Know About Disability Insurance - Wall Street Journal
2016-03-06

Wall Street JournalWhat to Know About Disability InsuranceWall Street JournalIf so, you could have rolled over the funds directly to an inherited IRA or even converted the 401(k) balance to an inherited Roth IRA, says Ed Slott, a certified public accountant and IRA specialist in Rockville Centre, N.Y. But…those steps had to be ...

The Journey: Capital gains, Social Security and spousal benefits - Salina.com
2016-03-06

The Journey: Capital gains, Social Security and spousal benefitsSalina.comA: In addition to the monumental task of retroactively separating contributions from earnings in traditional individual retirement accounts, or IRAs, consider the compounding tax break you are getting on the capital gains, said Ed Slott, an accountant ...and more »

5 must-dos after winning the lottery - MarketWatch - MarketWatch
2016-03-04

5 must-dos after winning the lottery - MarketWatchMarketWatchEarlier this year the U.S. had one of its biggest lottery payouts ever, with other large jackpots having coming in its wake, but the real question is whether the ...and more »

How to Unwind a Roth Conversion - Nasdaq
2016-03-03

NasdaqHow to Unwind a Roth ConversionNasdaq... converted on line 15a of the Form 1040 ("IRA distributions") and report $0 on line 15b ("taxable amount" -- unless other distributions were taken throughout the year), says Jeffrey Levine, chief retirement strategist for IRA consulting firm Ed ...

How to Unwind a Roth Conversion - Kiplinger Personal Finance
2016-03-02

Kiplinger Personal FinanceHow to Unwind a Roth ConversionKiplinger Personal Finance... converted on line 15a of the Form 1040 ("IRA distributions") and report $0 on line 15b ("taxable amount" -- unless other distributions were taken throughout the year), says Jeffrey Levine, chief retirement strategist for IRA consulting firm Ed ...

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