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A fatal IRA rollover error - Financial Planning
2016-06-22

A fatal IRA rollover errorFinancial PlanningSome clients' 2015 tax returns are being hit with costly penalties because of a new ruling about the once-per-year IRA rollover rule. Only one 60-day IRA-to-IRA rollover can be done per year (365 days) by an individual, regardless of how many IRAs he ...and more »

Who's keeping track of IRA basis? - InvestmentNews
2016-06-10

InvestmentNewsWho's keeping track of IRA basis?InvestmentNewsBut advisers can help here by providing annual IRA basis information to clients or by keeping clients' basis information on file to assist tax preparers. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite ...and more »

The sneaky but probably legal way rich people shield retirement savings from taxes - Vox
2016-06-06

VoxThe sneaky but probably legal way rich people shield retirement savings from taxesVoxI asked Jeff Levine, an IRA expert at the advising firm Ed Slott and Company, if there were any pitfalls people should watch for when making a backdoor Roth contribution. The biggest pitfall, he told me, occurs if you already have a traditional IRA ...and more »

Here's some help for deciding what to do in retirement - MarketWatch
2016-05-28

MarketWatchHere's some help for deciding what to do in retirementMarketWatchWhat's more, the still-working exception applies only to the company where you're currently employed, says Ed Slott, a certified public accountant and IRA specialist in Rockville Centre, N.Y.. If you have a 401(k), for instance, with a former employer ...

Should you assume you'll live until 100 for your nest egg? - MarketWatch
2016-05-21

MarketWatchShould you assume you'll live until 100 for your nest egg?MarketWatchThere is no such thing as a “joint” 401(k) or a “joint” 403(b), says Ed Slott, a certified public accountant and individual-retirement-account specialist in Rockville Centre, N.Y. When the time comes, participants in retirement plans must make ...

Reporting a Required Minimum Distribution to Charity on Your Tax Return - Nasdaq
2016-05-19

NasdaqReporting a Required Minimum Distribution to Charity on Your Tax ReturnNasdaqBe sure to add "QCD" (for qualified charitable distribution) next to that line to explain why the distribution is tax-free, says Jeff Levine, chief retirement strategist for IRA consulting firm Ed Slott & Co. You'll receive Form 1099-R reporting the ...

When You Can Tap a 401(k) Early With No Penalty - Kiplinger Personal Finance
2016-05-17

Kiplinger Personal FinanceWhen You Can Tap a 401(k) Early With No PenaltyKiplinger Personal FinanceLeave your job in January and turn 55 in December, for example, and 401(k) payouts anytime during the year are penalty-free, says Jeffrey Levine, chief retirement strategist for Ed Slott and Co. Retire in December and turn 55 the following January ...

Advisers beware: Another Roth IRA scam backfires - InvestmentNews
2016-05-11

InvestmentNewsAdvisers beware: Another Roth IRA scam backfiresInvestmentNewsHe was held liable for more than a half a million dollars in taxes and penalties. No adviser should want any part of these types of transactions. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA ...

Should You Assume You'll Live Until 100 for Your Nest Egg? - Wall Street Journal
2016-05-08

Wall Street JournalShould You Assume You'll Live Until 100 for Your Nest Egg?Wall Street JournalThere is no such thing as a “joint” 401(k) or a “joint” 403(b), says Ed Slott, a certified public accountant and individual-retirement-account specialist in Rockville Centre, N.Y. When the time comes, participants in retirement plans must make ...

Which IRA Is Right for You? - Forbes
2016-05-02

ForbesWhich IRA Is Right for You?Forbes“The way I look at it, Roth IRAs are like tax insurance,” says Jeff Levine, chief retirement strategist at IRA consulting firm Ed Slott and Company. “There are so many unknowns when it comes to retirement. If I can eliminate one of those unknowns, I ...all 13 news articles »

Target four types of clients for more referrals - InvestmentNews
2016-04-26

InvestmentNewsTarget four types of clients for more referralsInvestmentNewsJeff Levine, a retirement planner with Ed Slott and Co., said the retirement experience itself can inspire some to share the name of their trusted adviser. "When people retire, it is often a seminal event where they have a lot of decisions to make in ...

On death, divorce and retirement - InvestmentNews
2016-04-24

On death, divorce and retirementInvestmentNewsOr alternatively, if that is questionable, then during the divorce proceedings the attorney should negotiate for the wife to receive other marital assets of equal value in lieu of plan benefits that might not ever be received. Ed Slott, a certified ...

On the Money: It's not too late to cut your taxes by opening an IRA - TwinCities.com-Pioneer Press
2016-04-16

On the Money: It's not too late to cut your taxes by opening an IRATwinCities.com-Pioneer PressYou can open an IRA and get a tax deduction. In addition, that IRA will help move you to where most Americans need to be — making more progress accumulating the money they need for retirement. To get a deduction, open a traditional deductible IRA.and more »

Splitting retirement plan assets in divorce can get complicated if one spouse dies - InvestmentNews
2016-04-15

InvestmentNewsSplitting retirement plan assets in divorce can get complicated if one spouse diesInvestmentNewsOr alternatively, if that is questionable, then during the divorce proceedings the attorney should negotiate for the wife to receive other marital assets of equal value in lieu of plan benefits that might not ever be received. Ed Slott, a certified ...

On the air: Ed Slott's Retirement Road Map ... From Forever Taxed to Never Taxed - KCTS 9
2016-04-14

On the air: Ed Slott's Retirement Road Map ... From Forever Taxed to Never TaxedKCTS 9Ed Slott shows how to take retirement savings on a permanent vacation from taxes and avoid Uncle Sam in Ed Slott's Retirement Road Map! No videos are available for online viewing. SHARE THIS. Upcoming Episodes. Thu 5/19 12:00am. Greedy Wall Street ...

Time's up: Millions of Americans are about to lose Social Security benefits - MarketWatch
2016-04-11

MarketWatchTime's up: Millions of Americans are about to lose Social Security benefitsMarketWatch“The restricted application strategy doesn't really have a deadline,” said Jeffrey Levine, a retirement expert with Ed Slott & Co. and author of The Definitive Guide to Required Minimum Distributions for Baby Boomers. “You just had to be a certain age ...and more »

Dinner and Discussion with Ed Slott at Presidential Caterers - whyy
2016-04-09

Dinner and Discussion with Ed Slott at Presidential CatererswhyyNamed "America's IRA Expert" by Mutual Funds Magazine and the "best" source for IRA advice from the Wall Street Journal, Slott is a nationally recognized as an IRA-distribution expert and the creator of several PBS specials, including Ed Slott's ...

RIAs To Feel The 'Higher Burden' Of Fiduciary - Insurance News Net
2016-04-08

Insurance News NetRIAs To Feel The 'Higher Burden' Of FiduciaryInsurance News NetIRA and tax expert Ed Slott, founder of Ed Slott and Co. in Rockville Centre, N.Y., said the fiduciary responsibility imposed on retirement-related transactions means that advisors had better know the new rules. If not, RIAs risk going out of business ...and more »

Why Taxes, Not Fees are Retirement Savers' Biggest Enemy - Fox Business
2016-04-07

Fox BusinessWhy Taxes, Not Fees are Retirement Savers' Biggest EnemyFox BusinessTop three tips for retirement planning. IRA and retirement advisor Ed Slott on the new rules for retirement advisors and tips for a healthy retirement plan. Why Taxes, Not Fees are Retirement Savers' Biggest Enemy. By Matthew Wisner Published April 07 ...and more »

My complaint about PBS stations - Journal Advocate
2016-04-06

My complaint about PBS stationsJournal AdvocateThen there's Ed Slott touting retirement; for a $200 "donation" we can get his book "Stay Rich Forever & Ever," a "Stay Rich Retirement Work Book Kit," and an expanded DVD with more material. And, there's the late Wayne Dyer, the self-help pioneer and ...

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