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Get Ready for 2010 the Year of the Roth IRA - Wall Street Journal
2009-12-05

Get Ready for 2010 the Year of the Roth IRA Wall Street Journal... future tax rates or if the value of your IRA account is temporarily depressed, says Ed Slott, an IRA consultant in Rockville Centre, NY In either case, ... ...and more »

Income limits on Roth IRAs set to end - Wisconsin Law Journal
2009-11-30

Income limits on Roth IRAs set to end Wisconsin Law JournalEd Slott, a CPA in Rockville Centre, NY, who publishes Ed Slott's IRA Advisor, said he plans to convert all of his savings to a Roth IRA. ... ...and more »

Income limits on Roth IRAs set to end - Wisconsin Law Journal
2009-11-30

Income limits on Roth IRAs set to end Wisconsin Law JournalEd Slott, a CPA in Rockville Centre, NY, who publishes Ed Slott's IRA Advisor, said he plans to convert all of his savings to a Roth IRA. ... ...and more »

Converting to Roth IRA has pitfalls - Arizona Republic
2009-11-28

Converting to Roth IRA has pitfalls Arizona RepublicNational IRA expert Ed Slott, speaking in Phoenix, said he didn't think this was a significant risk, but didn't dismiss it entirely. ... ...and more »

Converting to Roth IRA has pitfalls - Arizona Republic
2009-11-28

Converting to Roth IRA has pitfalls Arizona RepublicNational IRA expert Ed Slott, speaking in Phoenix, said he didn't think this was a significant risk, but didn't dismiss it entirely. ... ...and more »

When to Roth - Financial-Planning.com
2009-11-24

When to Roth Financial-Planning.com ...and more »

Time for a year-end IRA checkup - InvestmentNews
2009-11-22

Time for a year-end IRA checkup InvestmentNewsBy Ed Slott In 2009, not everyone will qualify for a Roth conversion. If a client's modified adjusted gross income exceeds $100000, or they are married ... ...and more »

Designate beneficiary on accounts - Arizona Republic
2009-11-21

Designate beneficiary on accounts Arizona Republic"Checking beneficiary forms is the most important service you can do (for clients), and it's simple," national IRA expert Ed Slott told a group of tax and ... ...and more »

Designate beneficiary on accounts - Arizona Republic
2009-11-21

Designate beneficiary on accounts Arizona Republic"Checking beneficiary forms is the most important service you can do (for clients), and it's simple," national IRA expert Ed Slott told a group of tax and ... ...and more »

Avoid costly mistake if leaving your job - Rochester Democrat and Chronicle
2009-11-15

Avoid costly mistake if leaving your job Rochester Democrat and Chronicle... or employee benefit department about your rollover before transferring any money," said Beverly DeVeny, the IRA technical consultant at Ed Slott and Co. ... ...and more »

Avoid costly mistake if leaving your job - Rochester Democrat and Chronicle
2009-11-15

Avoid costly mistake if leaving your job Rochester Democrat and Chronicle... or employee benefit department about your rollover before transferring any money," said Beverly DeVeny, the IRA technical consultant at Ed Slott and Co. ... ...and more »

GETTING PERSONAL: Roths As Tools For Wealth Transfer - Wall Street Journal
2009-11-10

GETTING PERSONAL: Roths As Tools For Wealth Transfer Wall Street JournalIn fact, "there's all kinds of math to do on this, and it can still pay in your 50s and 60s," says Ed Slott, an IRA expert and author of several books on ... ...and more »

GETTING PERSONAL: Roths As Tools For Wealth Transfer - Wall Street Journal
2009-11-10

GETTING PERSONAL: Roths As Tools For Wealth Transfer Wall Street JournalIn fact, "there's all kinds of math to do on this, and it can still pay in your 50s and 60s," says Ed Slott, an IRA expert and author of several books on ... ...and more »

Roth IRA Conversions 2009-2010 - istockAnalyst.com (press release)
2009-11-09

Roth IRA Conversions 2009-2010 istockAnalyst.com (press release)Ed Slott, the IRA expert, calls this betting on the horserace after it's over. Let's suppose you want to put gold coins into your new Roth IRA because they ... ...and more »

Roth IRA conversion has perks - Arizona Republic
2009-11-07

Roth IRA conversion has perks Arizona Republic"You can undo it for any reason," said Ed Slott, a national IRA expert, during a seminar in Phoenix on Thursday. "That's a pretty good deal. ... ...and more »

Nuts and Bolts of Five-Year Rule on Roth IRAs - Wall Street Journal
2009-11-06

Nuts and Bolts of Five-Year Rule on Roth IRAs Wall Street Journal... then from conversions, and finally from earnings, says Ed Slott, an IRA consultant in Rockville Centre, NY Rules are spelled out in IRS Publication 590, ... ...and more »

Nuts and Bolts of Five-Year Rule on Roth IRAs - Wall Street Journal
2009-11-06

Nuts and Bolts of Five-Year Rule on Roth IRAs Wall Street Journal... then from conversions, and finally from earnings, says Ed Slott, an IRA consultant in Rockville Centre, NY Rules are spelled out in IRS Publication 590, ... ...and more »

Giving It Back - Financial-Planning.com
2009-11-02

Giving It Back Financial-Planning.comBy Ed Slott As I discussed in my last column, the Worker, Retiree and Employer Recovery Act of 2008 (WRERA) signed into law on Dec. ... ...and more »

Giving It Back - Financial-Planning.com
2009-11-02

Giving It Back Financial-Planning.comBy Ed Slott As I discussed in my last column, the Worker, Retiree and Employer Recovery Act of 2008 (WRERA) signed into law on Dec. ... ...and more »

Beware of Limits When Returning Distributions - Wall Street Journal
2009-10-30

Beware of Limits When Returning Distributions Wall Street JournalYou also could try a two-step approach, suggests Ed Slott, an IRA consultant in Rockville Centre, NY: First, put the money you withdrew from your ... ...and more »

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