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Don't let the government take your money - MyCentralJersey.com
2016-04-05

MyCentralJersey.comDon't let the government take your moneyMyCentralJersey.comTo quote my good friend and tax expert Ed Slott, “Who would you rather have spending your earnings — you or the government?” You work hard. Sometimes you work late or weekends or do someone else's job, plus yours. Don't you think you deserve to ...and more »

Relocating in Retirement? Here's a Valuable Resource - Wall Street Journal
2016-04-03

Wall Street JournalRelocating in Retirement? Here's a Valuable ResourceWall Street Journal... my retirement account safe? And what about my IRA? First, it's important to distinguish between Erisa-qualified retirement plans and non-Erisa plans, says Ed Slott, a certified public accountant and individual-retirement-account specialist in ...

Goodbye, Backdoor Roth? - WealthManagement.com
2016-03-30

WealthManagement.comGoodbye, Backdoor Roth?WealthManagement.com“There's been this black cloud hanging over the Roth,” says Ed Slott, an author and IRA specialist. “In every consumer seminar I do, I get the question, 'Can I trust the government to keep its word that the Roth will always be tax-free,' and this would ...and more »

The No Joke April 1 IRA Deadline - Forbes
2016-03-29

ForbesThe No Joke April 1 IRA DeadlineForbesConsider this: Individuals with first half of the year birthdays start RMDs at a different age and use a different life expectancy factor to calculate that RMD than individuals born in the second half of the year, says Jeffrey Levine, a CPA at Ed Slott ...

Obamacare 2016 Sign-Up Estimate Cut to 12 Million, CBO Says - Bloomberg
2016-03-24

BloombergObamacare 2016 Sign-Up Estimate Cut to 12 Million, CBO SaysBloomberg“This is a major shift if you're a boomer,” says retirement adviser Ed Slott, founder of IRAHelp.com. “All this time you've been taught to build, save, invest, sacrifice. Suddenly the government at age 70½ says, 'Now we're sick and tired of waiting for ...and more »

Watch Out, Boomers, Here Comes 70 - Bloomberg
2016-03-24

BloombergWatch Out, Boomers, Here Comes 70Bloomberg“This is a major shift if you're a boomer,” says retirement adviser Ed Slott, founder of IRAHelp.com. “All this time you've been taught to build, save, invest, sacrifice. Suddenly the government at age 70½ says, 'Now we're sick and tired of waiting for ...and more »

Dealing with an inherited IRA - Baltimore Sun
2016-03-23

Baltimore SunDealing with an inherited IRABaltimore SunIf you own a traditional or Roth IRA, it's very important to designate beneficiaries with the official form maintained by the account's trustee. It's also important to update that form as needed whenever there is a relevant life-changing event, such as ...and more »

Dealing with an inherited IRA requires careful planning - Chicago Tribune
2016-03-22

Dealing with an inherited IRA requires careful planningChicago TribuneIf you own a traditional or Roth IRA, it's very important to designate beneficiaries with the official form maintained by the account's trustee. It's also important to update that form as needed whenever there is a relevant life-changing event, such as ...and more »

Strategies for delaying required minimum distributions for working clients - InvestmentNews
2016-03-22

InvestmentNewsStrategies for delaying required minimum distributions for working clientsInvestmentNews... blessing of your client's CPA or tax advisor, especially if you provide an “I don't give tax advice” disclaimer. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be reached ...and more »

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 »

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