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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 »

Last-Minute IRA Contributors: 10 Mistakes to Avoid - Morningstar.com
2016-03-10

Orion GazetteLast-Minute IRA Contributors: 10 Mistakes to AvoidMorningstar.comKitces suggests waiting at least a year to convert the traditional IRA assets to Roth, whereas IRA expert Ed Slott has suggested a shorter time frame should work. Kitces also recommends in this video that rather than let the traditional IRA assets sit ...The Role of IRAs in U.S. Household Saving for Retirement, 2015 (PDF) - Investment Company InstituteInvestment Company InstituteICI - Release: Quarterly Retirement Market Data, Third Quarter 2015Investment Company Instituteall 58 news articles »

Real Estate And Wealth Expo - Public Broadcasting Atlanta
2016-03-09

Real Estate And Wealth ExpoPublic Broadcasting AtlantaFeaturing Suze Orman , Ed Slott, TV's "Rehab Addict" Nicole Curtis, Robert Herjavec From TV's "Shark Tank" and more! With your gift of support you will be able to attend a once-in-a-lifetime learning event featuring some of the country's greatest ...

5 things to know about a financial advisor - MarketWatch
2016-03-08

MarketWatch5 things to know about a financial advisorMarketWatchCarlos 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 »

5 things to know about a financial advisor - MarketWatch - MarketWatch
2016-03-08

MarketWatch5 things to know about a financial advisor - MarketWatchMarketWatchFinding the right advisor can be tricky, especially considering the many tricks a financial advisor might have up his or her sleeve for prospective clients.and more »

What to Know About Disability Insurance - Wall Street Journal
2016-03-06

Wall Street JournalWhat to Know About Disability InsuranceWall Street JournalIf 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 ...

The Journey: Capital gains, Social Security and spousal benefits - Salina.com
2016-03-06

The Journey: Capital gains, Social Security and spousal benefitsSalina.comA: In addition to the monumental task of retroactively separating contributions from earnings in traditional individual retirement accounts, or IRAs, consider the compounding tax break you are getting on the capital gains, said Ed Slott, an accountant ...and more »

5 must-dos after winning the lottery - MarketWatch - MarketWatch
2016-03-04

5 must-dos after winning the lottery - MarketWatchMarketWatchEarlier this year the U.S. had one of its biggest lottery payouts ever, with other large jackpots having coming in its wake, but the real question is whether the ...and more »

How to Unwind a Roth Conversion - Nasdaq
2016-03-03

NasdaqHow to Unwind a Roth ConversionNasdaq... converted on line 15a of the Form 1040 ("IRA distributions") and report $0 on line 15b ("taxable amount" -- unless other distributions were taken throughout the year), says Jeffrey Levine, chief retirement strategist for IRA consulting firm Ed ...

How to Unwind a Roth Conversion - Kiplinger Personal Finance
2016-03-02

Kiplinger Personal FinanceHow to Unwind a Roth ConversionKiplinger Personal Finance... converted on line 15a of the Form 1040 ("IRA distributions") and report $0 on line 15b ("taxable amount" -- unless other distributions were taken throughout the year), says Jeffrey Levine, chief retirement strategist for IRA consulting firm Ed ...

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 ...

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