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For This Year, a Chance to Shift Financial Strategies - New York Times
2009-04-01

For This Year, a Chance to Shift Financial Strategies New York Times"It's like getting to bet on a horse after the race is over," said Ed Slott, a CPA in Rockville Centre, NY Each time you do a conversion, create another ... ...and more »

Congress can help seniors who lost investments - Newsday
2009-04-01

Congress can help seniors who lost investments NewsdayNationally known CPA Ed Slott of Rockville Centre, whom I asked for suggestions, proposed that IRA distributions be taxed at lower rates, ... ...and more »

For This Year, a Chance to Shift Financial Strategies - New York Times
2009-04-01

For This Year, a Chance to Shift Financial Strategies New York Times"It's like getting to bet on a horse after the race is over," said Ed Slott, a CPA in Rockville Centre, NY Each time you do a conversion, create another ... ...and more »

Slott to advisers: 'Get educated, get visible, get remembered' - InvestmentNews
2009-03-31

Slott to advisers: 'Get educated, get visible, get remembered' InvestmentNews... a win-win for clients with a Roth IRA and for financial advisers who would like to expand their businesses, according to financial guru Edward A. Slott. ... ...and more »

Time may be right to convert your IRA to a Roth - Indianapolis Star
2009-03-28

Time may be right to convert your IRA to a Roth Indianapolis Star"You can buy off Uncle Sam as a partner on your retirement account at bargain rates," said Ed Slott, a Rockville Centre, NY, accountant who specializes in ... ...and more »

Ideas for investors: six ways to save on taxes - Newsday
2009-03-22

Ideas for investors: six ways to save on taxes Newsday... that you won't pay tax on value that has been wiped out by the stock market," says Ed Slott, a Rockville Centre CPA and author of "Stay Rich for Life! ... ...and more »

Ideas for investors: six ways to save on taxes - Newsday
2009-03-22

Ideas for investors: six ways to save on taxes Newsday... that you won't pay tax on value that has been wiped out by the stock market," says Ed Slott, a Rockville Centre CPA and author of "Stay Rich for Life! ... ...and more »

Tax Relief Unlikely For IRA Savers Who Lost Money To Madoff - FOXBusiness
2009-03-21

Tax Relief Unlikely For IRA Savers Who Lost Money To Madoff FOXBusiness"Once you have basis and you've lost it, I would think these rules would apply," said Ed Slott, a certified public accountant and founder of IRAhelp.com. ... ...and more »

Rule that lets Madoff victims take deduction won't apply to most ... - MarketWatch
2009-03-19

Rule that lets Madoff victims take deduction won't apply to most ... MarketWatch"Once you have basis and you've lost it, I would think these rules would apply," said Ed Slott, a certified public accountant and founder of IRAhelp.com. ... ...and more »

IRA expert Ed Slott holding regional workshop in Baltimore March 27-28 - IFAwebnews.com
2009-03-17

IRA expert Ed Slott holding regional workshop in Baltimore March 27-28 IFAwebnews.comBy Bob Graham A two-day workshop focusing on IRAs, led by IRA expert Ed Slott, will be held in Baltimore, Md., March 27-28. Through IFAwebnews.com ... ...and more »

IRA expert Ed Slott holding regional workshop in Baltimore March 27-28 - IFAwebnews.com
2009-03-17

IRA expert Ed Slott holding regional workshop in Baltimore March 27-28 IFAwebnews.comBy Bob Graham A two-day workshop focusing on IRAs, led by IRA expert Ed Slott, will be held in Baltimore, Md., March 27-28. Through IFAwebnews.com ... ...and more »

Seven costly mistakes workers make when they leave a job - MarketWatch
2009-03-16

Seven costly mistakes workers make when they leave a job MarketWatchThe first big mistake is, of course, not doing a rollover at all, according to Beverly DeVeny, the IRA Technical Consultant at Ed Slott and Co. ... ...and more »

Stay Rich for Life Author: Ed Slott - Metro Canada - Ottawa
2009-03-15

Stay Rich for Life Author: Ed Slott Metro Canada - OttawaPopular American financial speaker Ed Slott specializes in retirement savings, but his new book, Stay Rich For Life, instructs how you can take steps at any ... ...and more »

Get Paid to Roll Over Your Retirement Plan - Smartmoney.com
2009-03-13

Get Paid to Roll Over Your Retirement Plan Smartmoney.comAlso, transferring 401(k), IRA or other retirement account balances is a process rife with potential tax missteps, says Ed Slott, a New York-based CPA who ... ...and more »

Seven Costly Mistakes Workers Make When They Leave a Job - FOXBusiness
2009-03-13

Seven Costly Mistakes Workers Make When They Leave a Job FOXBusinessThe first big mistake is, of course, not doing a rollover at all, according to Beverly DeVeny, the IRA Technical Consultant at Ed Slott and Co. ... ...and more »

Get Paid to Roll Over Your Retirement Plan - Smartmoney.com
2009-03-13

Get Paid to Roll Over Your Retirement Plan Smartmoney.comAlso, transferring 401(k), IRA or other retirement account balances is a process rife with potential tax missteps, says Ed Slott, a New York-based CPA who ... ...and more »

RETIRE SMART Take long view during tax season - Columbus Dispatch
2009-03-10

RETIRE SMART Take long view during tax season Columbus Dispatch... won't pay tax on value that has been wiped out by the stock market," says Ed Slott, a certified public accountant and the author of Stay Rich for Life! ... ...and more »

RETIRE SMART Take long view during tax season - Columbus Dispatch
2009-03-10

RETIRE SMART Take long view during tax season Columbus Dispatch... won't pay tax on value that has been wiped out by the stock market," says Ed Slott, a certified public accountant and the author of Stay Rich for Life! ... ...and more »

Think twice before deducting IRA losses - InvestmentNews
2009-03-01

Think twice before deducting IRA losses InvestmentNewsBy Ed Slott It's tax time, and more advisers are being asked by clients whether losses incurred in individual retirement accounts are deductible. ... ...and more »

One-Year Prize - Financial-Planning.com
2009-02-25

One-Year Prize Financial-Planning.comBy Ed Slott Tell your clients with defined contribution plans and IRAs to keep their money in there. There will be no required minimum distributions (RMDs) ... ...and more »

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