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Rare Victory - Financial-Planning.com
2009-06-30

Rare Victory Financial-Planning.comBy Ed Slott Once an investor sets up a 72(t) plan, he or she is not allowed to modify it. So somewhat surprisingly, the US Tax Court ruled in May that a ... ...and more »

IRS shoots down new Roth ploy - InvestmentNews
2009-06-25

IRS shoots down new Roth ploy InvestmentNewsBy Ed Slott When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous ... ...and more »

INVESTING IDEAS: NEW RULES FOR OPENING OR CONVERTING TO ROTH IRA'S - Motley Fool
2009-06-23

INVESTING IDEAS: NEW RULES FOR OPENING OR CONVERTING TO ROTH IRA'S Motley FoolA married person who files a separate tax return is prohibited from converting—no matter how much or how little he or she makes, says Ed Slott, ... ...and more »

INVESTING IDEAS: NEW RULES FOR OPENING OR CONVERTING TO ROTH IRA'S - Motley Fool
2009-06-23

INVESTING IDEAS: NEW RULES FOR OPENING OR CONVERTING TO ROTH IRA'S Motley FoolA married person who files a separate tax return is prohibited from converting—no matter how much or how little he or she makes, says Ed Slott, ... ...and more »

IRS shoots down new Roth ploy - InvestmentNews
2009-06-21

IRS shoots down new Roth ploy InvestmentNewsBy Ed Slott When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous ... ...and more »

IRS shoots down new Roth ploy - InvestmentNews
2009-06-21

IRS shoots down new Roth ploy InvestmentNewsBy Ed Slott When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous ... ...and more »

Making a Good Retirement Deal Even Better - Wall Street Journal
2009-06-19

Making a Good Retirement Deal Even Better Wall Street JournalA married person who files a separate tax return is prohibited from converting, no matter how much or how little he or she makes, says Ed Slott, ... ...and more »

Making a Good Retirement Deal Even Better - Wall Street Journal
2009-06-19

Making a Good Retirement Deal Even Better Wall Street JournalA married person who files a separate tax return is prohibited from converting, no matter how much or how little he or she makes, says Ed Slott, ... ...and more »

Paste this link into your favorite RSS desktop reader - CNNMoney.com
2009-06-12

Paste this link into your favorite RSS desktop reader CNNMoney.comIn an era of shared risks, tax rates, now at multi-decade lows, will surely climb, says IRA adviser Ed Slott. So save in a Roth IRA or Roth 401(k). ... ...and more »

Paste this link into your favorite RSS desktop reader - CNNMoney.com
2009-06-12

Paste this link into your favorite RSS desktop reader CNNMoney.comIn an era of shared risks, tax rates, now at multi-decade lows, will surely climb, says IRA adviser Ed Slott. So save in a Roth IRA or Roth 401(k). ... ...and more »

People in the news: - Cabinet.com
2009-06-05

People in the news: Cabinet.comBen Boucher recently earned a Certificate of Completion for advanced education in Retirement Distribution Planning from Ed Slott. ... ...and more »

CBJ: Personnel File - Charlottesville Daily Progress
2009-06-01

CBJ: Personnel File Charlottesville Daily ProgressBy The Daily Progress Staff l Richard LaRue, a financial adviser with Royal Alliance Associates Inc., attended a conference led by Ed Slott, a nationally ... ...and more »

CBJ: Personnel File - Charlottesville Daily Progress
2009-06-01

CBJ: Personnel File Charlottesville Daily ProgressBy The Daily Progress Staff l Richard LaRue, a financial adviser with Royal Alliance Associates Inc., attended a conference led by Ed Slott, a nationally ... ...and more »

Education expenses and 72(t) plans - InvestmentNews
2009-05-24

Education expenses and 72(t) plans InvestmentNewsBy Ed Slott Individual retirement account owners under 59 1/2 who take a distribution from their IRA are subject to a 10% penalty on the taxable amount of the ... ...and more »

Investors approaching IRAs with caution - Chicago Tribune
2009-05-24

Investors approaching IRAs with caution Chicago Tribune... with a lot of investors stopping their contributions because they're worried about losing more money in the stock market," said IRA expert Ed Slott, ... ...and more »

Education expenses and 72(t) plans - InvestmentNews
2009-05-24

Education expenses and 72(t) plans InvestmentNewsBy Ed Slott Individual retirement account owners under 59 1/2 who take a distribution from their IRA are subject to a 10% penalty on the taxable amount of the ... ...and more »

Waiver of required minimum distributions can be misunderstood - Chicago Tribune
2009-05-24

Waiver of required minimum distributions can be misunderstood Chicago Tribune"Take immediate correction action, take it now," said Ed Slott, a certified public accountant in Rockville Centre, NY, and editor of an IRA newsletter for ... ...and more »

Investors approaching IRAs with caution - Chicago Tribune
2009-05-24

Investors approaching IRAs with caution Chicago Tribune... with a lot of investors stopping their contributions because they're worried about losing more money in the stock market," said IRA expert Ed Slott, ... ...and more »

Be Careful Raiding a 401(k) or IRA - Wall Street Journal
2009-05-23

Be Careful Raiding a 401(k) or IRA Wall Street Journal"This can be the most expensive cash you'll ever withdraw," says Ed Slott, an accountant in Rockville Centre, NY, who specializes in retirement issues. ... ...and more »

Required distribution exemption very limited - Sun-Sentinel.com
2009-05-23

Required distribution exemption very limited Sun-Sentinel.com"Take immediate correction action, take it now," said Ed Slott, a certified public accountant in Rockville Centre, NY, and editor of an IRA newsletter for ... ...and more »

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