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Ed Slott's Retirement Roadmap - Public Broadcasting Atlanta
2016-02-25

Ed Slott's Retirement RoadmapPublic Broadcasting AtlantaEd Slott shows how to take retirement savings on a permanent vacation from taxes and avoid Uncle Sam in the public television special "Ed Slott's Retirement Road Map." The program is filled with the ingredients that made his previous programs so ...

Planning for the Obama administration's new and not-so-new ... - MarketWatch
2016-02-24

MarketWatchPlanning for the Obama administration's new and not-so-new ...MarketWatchLet's start by saying that none of the proposed retirement-planning crackdowns in President Barack Obama's proposed fiscal year 2016-17 272-page budget, ...and more »

Planning for the Obama administration's new and not-so-new retirement plan laws - MarketWatch
2016-02-24

MarketWatchPlanning for the Obama administration's new and not-so-new retirement plan lawsMarketWatch“People tend to be very interested in what's in the President's budget,” said Jeffrey Levine, an IRA technical analyst with Ed Slott and Company and RetireMentor at MarketWatch, who posts each year an annual report on the budget. (Read Final Obama ...IRA Tips for 2016Morningstar.comall 22 news articles »

IRA Tips for 2016 - Morningstar.com
2016-02-23

IRA Tips for 2016Morningstar.comJoining me to share some tips on those contributions is retirement expert Ed Slott. Ed, thank you so much for being here. Ed Slott: Great to be here in Chicago. Benz: Thank you for being here in studio. Let's talk about April 18. It's the tax-filing ...and more »

Tax-time Roth IRA strategies - InvestmentNews
2016-02-22

InvestmentNewsTax-time Roth IRA strategiesInvestmentNewsTax time is a good time to review Roth IRA tax strategies with your clients. One of the best deals in the tax code is a Roth recharacterization because it provides a second chance for clients to change their minds about their 2015 Roth conversions. It ...and more »

Tax-time Roth IRA strategies - InvestmentNews - InvestmentNews
2016-02-22

InvestmentNewsTax-time Roth IRA strategies - InvestmentNewsInvestmentNewsTax time is a good time to review Roth IRA tax strategies with your clients. One of the best deals in the tax code is a Roth recharacterization because it provides a ...and more »

ProfNet Experts Available on Tax Tips, Family Business, More - SYS-CON Media (press release)
2016-02-15

ProfNet Experts Available on Tax Tips, Family Business, MoreSYS-CON Media (press release)NEW YORK, Feb. 15, 2016 /PRNewswire/ -- Below are experts from the ProfNet network that are available to discuss timely issues in your coverage area. http://www.profnet.com . (PRNewsFoto/ProfNet)" border="0" alt="ProfNet is a service that connects ...

Q & A: Should I transfer taxable IRA funds to a life insurance policy? - MarketWatch
2016-02-12

Q & A: Should I transfer taxable IRA funds to a life insurance policy?MarketWatchQuestion: Living in Chicago, a certain TV channel broadcasts a retirement adviser, Ed Slott. He came out with advice to retirees who have taxable IRAs to transfer these to a life insurance policy to avoid taxes after age 70 when you have to start ...

Obama Budget Would Curb Some Popular Strategies - Wall Street Journal
2016-02-11

Wall Street JournalObama Budget Would Curb Some Popular StrategiesWall Street JournalIf some sound familiar, that is because the president has floated many of the same proposals in past budgets, says Ed Slott, an IRA expert in Rockville Centre, N.Y. “It's the same wish list,” he says. President Barack Obama's fiscal 2017 budget ...

Tax Specialists Focus on Details of Obama's Doomed Budget Proposal -- Getting Personal - Nasdaq
2016-02-10

Tax Specialists Focus on Details of Obama's Doomed Budget Proposal -- Getting PersonalNasdaqIf some sound familiar, that is because the president has floated many of the same proposals in past budgets, says Ed Slott, an IRA expert in Rockville Centre, N.Y. "It's the same wish list," he says. President Barack Obama's fiscal 2017 budget ...and more »

4 important retirement account changes for 2016 - MarketWatch
2016-02-05

4 important retirement account changes for 2016MarketWatchCarlos is a Registered Financial Consultant, Certified in Long-Term Care and a member of Ed Slott's Elite IRA Advisor Group. He has become a point of reference and resource to Elder/Estate Planning Attorneys and CPA's and has taught them unique and ...and more »

Market volatility signals it's time to take another look at Roth conversions - InvestmentNews
2016-02-04

InvestmentNewsMarket volatility signals it's time to take another look at Roth conversionsInvestmentNewsFor those who have done a Roth conversion since the beginning of 2016, Jeffrey Levine, chief retirement strategist at Ed Slott & Co., recommends investors wait until around mid-November this year to decide to re-characterize, given these timing rules.and more »

Why 70 Is the Pivotal Age for Retirement Planning - Morningstar.com
2016-02-04

Why 70 Is the Pivotal Age for Retirement PlanningMorningstar.comChristine Benz: Hi, I'm Christine Benz for Morningstar.com. The first baby boomer turned 70 in early 2016. Joining me to discuss why age 70 is such a pivotal age for retirement planning is retirement expert Ed Slott. Ed, thank you so much for being here.

California unveils blueprint for payroll-deduction IRA - San Francisco Chronicle
2016-02-03

California unveils blueprint for payroll-deduction IRASan Francisco ChronicleBut “no matter how simple they say it's going to be, I think it's another burden on a small business,” said Ed Slott, who makes a living explaining IRAs to financial advisers. “It reminds of the time they came out with the Simple IRA,” which was ...

Regal Group, Inc's Ben Rolfes Accepted Into Ed Slott's Elite IRA ... - PR Web (press release)
2016-02-03

Regal Group, Inc's Ben Rolfes Accepted Into Ed Slott's Elite IRA ...PR Web (press release)Regal Group, Inc. is proud to announce that Ben Rolfes has been accepted into the nation's most exclusive group of financial advisors — Ed Slott's Elite IRA ...and more »

Regal Group, Inc's Ben Rolfes Accepted Into Ed Slott's Elite IRA Advisor Group™ - PR Web (press release)
2016-02-03

Regal Group, Inc's Ben Rolfes Accepted Into Ed Slott's Elite IRA Advisor Group™PR Web (press release)Regal Group, Inc. is proud to announce that Ben Rolfes has been accepted into the nation's most exclusive group of financial advisors — Ed Slott's Elite IRA Advisor Group™. Ed Slott's Elite IRA Advisor Group™ is a group of financial advisors ...and more »

IRA Charitable Giving Goes Permanent - Nasdaq
2016-02-03

IRA Charitable Giving Goes PermanentNasdaqAdvisors can now recommend this strategy at any time for charitably inclined clients. Ed Slott, a CPA in Rockville Centre, N.Y., is a Financial Planning contributing writer and an IRA distribution expert, professional speaker and author of several ...

The Age Cutoff for IRA Contributions - Nasdaq
2016-02-02

NasdaqThe Age Cutoff for IRA ContributionsNasdaq"It all depends on whether you were born before, on or after July 1," says Jeffrey Levine, chief retirement strategist for Ed Slott and Co., which provides IRA advice. Because your birthday is before July 1, you won't be able to make a traditional IRA ...and more »

IRA Giving Goes Permanent - Financial-Planning.com
2016-02-01

Financial-Planning.comIRA Giving Goes PermanentFinancial-Planning.comLawmakers' approvals at the end of 2015 ONCE again brought qualified charitable distributions back to life. What is different this time is that this valuable tool for charitably minded holders of IRAs is now available permanently. This ends years of ...

IRA Charitable Giving Goes Permanent - Financial-Planning.com
2016-02-01

Financial-Planning.comIRA Charitable Giving Goes PermanentFinancial-Planning.comLawmakers' approvals at the end of 2015 once again brought qualified charitable distributions back to life. What is different this time is that this valuable tool for charitably minded holders of IRAs is now available permanently. This ends years of ...and more »

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