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Roth IRAs hit 20 years old on New Year's Day - InvestmentNews - InvestmentNews
2017-12-29

InvestmentNewsRoth IRAs hit 20 years old on New Year's Day - InvestmentNewsInvestmentNewsThe tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.Five Financial Plan Must-Do's For 2018 - Nasdaq.comNasdaqall 2 news articles »

This year-end donation strategy could reap big savings for retirees - CNBC
2017-12-27

CNBCThis year-end donation strategy could reap big savings for retireesCNBCEd Slott on how one charitable giving strategy can help you in retirement 19 Hours Ago | 01:35. Qualified charitable distributions allow you to take your retirement savings and donate it directly to charity. The payoff: This strategy could result in ...and more »

Chuck Price Tops Amazon Best-Seller Lists With New Book on Retirement Planning - Digital Journal
2017-12-26

Chuck Price Tops Amazon Best-Seller Lists With New Book on Retirement PlanningDigital JournalBecause of this Chuck has earned several certifications, including CSA, CRFA, and FPA, and belongs to several national elite advisor groups, such as Ed Slott's Elite Advisor Group and the HS Advisor Network. He also maintains his commitment to honest ...

Ed Slott on how one charitable giving strategy can help you in retirement - CNBC
2017-12-26

CNBCEd Slott on how one charitable giving strategy can help you in retirementCNBCEd Slott on how one charitable giving strategy can help you in retirement. 1:04 PM ET Tue, 26 Dec 2017. Ed Slott, founder of Ed Slott & Co., discusses how you can transfer IRA funds directly to qualified charitable organization and avoid unwanted taxes ...

Missing this key retirement deadline could trigger a 50% tax penalty - CNBC
2017-12-26

CNBCMissing this key retirement deadline could trigger a 50% tax penaltyCNBCFor 401(k)s and other defined contribution plans, it's either when you turn 70½ or when you stop working at your current job, whichever is later. If you've inherited an IRA, you might also be subject to RMDs, even if you're years away from retirement ...and more »

Business Listing - TAPinto.net
2017-12-24

TAPinto.netBusiness ListingTAPinto.netMember of Ed Slott's Master Elite IRA Advisor Group · Member of NATP · Member of BRBA. "Pay taxes once is your obligation. Pay Taxes Twice It's Your Fault." -Walter Pardo. WFP Tax Partners, provides a full service tax planning experience. WFP utilizes ...

Your retirement checklist for 2017 - Yahoo Finance - Yahoo Finance
2017-12-21

Yahoo FinanceYour retirement checklist for 2017 - Yahoo FinanceYahoo FinanceYahoo Finance's Jeanie Ahn shares 3 quick reminders to help keep your retirement accounts in shape.and more »

3 year-end retirement reminders - Yahoo News
2017-12-21

Yahoo News3 year-end retirement remindersYahoo News2) Convert smaller 401(k)s to a Roth IRA. When it comes to your 401(k), if you have a small amount in your account from a previous job, convert it to a Roth IRA, advises Ed Slott, a retirement expert and founder of IRAhelp.com. “Take control of your ...and more »

3 year-end retirement reminders - Yahoo Finance
2017-12-21

Yahoo Finance3 year-end retirement remindersYahoo Finance2) Convert smaller 401(k)s to a Roth IRA. When it comes to your 401(k), if you have a small amount in your account from a previous job, convert it to a Roth IRA, advises Ed Slott, a retirement expert and founder of IRAhelp.com. “Take control of your ...and more »

3 year-end retirement reminders - Yahoo Sports
2017-12-21

Yahoo Sports3 year-end retirement remindersYahoo Sports2) Convert smaller 401(k)s to a Roth IRA. When it comes to your 401(k), if you have a small amount in your account from a previous job, convert it to a Roth IRA, advises Ed Slott, a retirement expert and founder of IRAhelp.com. “Take control of your ...and more »

Tax bill kills this key strategy for how you save for retirement - CNBC
2017-12-19

CNBCTax bill kills this key strategy for how you save for retirementCNBCEd Slott discusses how tax reform could affect your retirement savings 7 Hours Ago | 01:40. Sweeping changes in the proposed tax plan mean you can kiss goodbye one key strategy for your individual retirement accounts. Lawmakers released their final ...and more »

Why you need a Roth IRA — even if you have a 401(k) - WBIR-TV
2017-12-18

WBIR-TVWhy you need a Roth IRA — even if you have a 401(k)WBIR-TV“The Roth IRA removes the uncertainty of what future taxes can do to your retirement account,” says Ed Slott, a certified public accountant and founder of IRAHelp.com. When you retire, your Roth earnings will be exempt from taxes, while your ...and more »

Why you need a Roth IRA — even if you have a 401(k) - KING5.com
2017-12-18

KING5.comWhy you need a Roth IRA — even if you have a 401(k)KING5.com“The Roth IRA removes the uncertainty of what future taxes can do to your retirement account,” says Ed Slott, a certified public accountant and founder of IRAHelp.com. When you retire, your Roth earnings will be exempt from taxes, while your ...and more »

Why you need a Roth IRA — even if you have a 401(k) - KSDK
2017-12-18

KSDKWhy you need a Roth IRA — even if you have a 401(k)KSDK“The Roth IRA removes the uncertainty of what future taxes can do to your retirement account,” says Ed Slott, a certified public accountant and founder of IRAHelp.com. When you retire, your Roth earnings will be exempt from taxes, while your ...and more »

ksdk.com | Why you need a Roth IRA — even if you have a 401(k) - KSDK
2017-12-18

KSDKksdk.com | Why you need a Roth IRA — even if you have a 401(k)KSDKIf you're saving for retirement in a 401(k) or other workplace plan, kudos to you. You've taken a major step toward a more secure retirement. But don't stop there. Because of their unique benefits, consider investing in a Roth IRA, too. Why should you ...and more »

Why you need a Roth IRA — even if you have a 401(k) - USA TODAY
2017-12-18

USA TODAYWhy you need a Roth IRA — even if you have a 401(k)USA TODAY“The Roth IRA removes the uncertainty of what future taxes can do to your retirement account,” says Ed Slott, a certified public accountant and founder of IRAHelp.com. When you retire, your Roth earnings will be exempt from taxes, while your ...and more »

Jim Nabors saved $4.8 million in taxes by marrying his husband - Markets Insider
2017-12-11

Jim Nabors saved $4.8 million in taxes by marrying his husbandMarkets InsiderFor more information visit www.outestateplanning.com.To schedule an interview with Jim Lange, please call his office at 412-521-2732 or email rel="nofollow">jim@paytaxeslater.com. James Lange, CPA/Attorney of Lange Financial Group, LLC, is the author ...

EXCLUSIVE: Merrill Tweaks Pay Policy So Brokers Can Collect on Family IRAs - AdvisorHub
2017-12-11

AdvisorHubEXCLUSIVE: Merrill Tweaks Pay Policy So Brokers Can Collect on Family IRAsAdvisorHubThe brokerage firms have been imposing the family retirement account pay prohibitions to comply with an Internal Revenue Service “prohibited transaction” rule that had long been in effect but that the Department of Labor rarely enforced as the overseer ...

7 Tax Terms to Know as Congress Confers - ConsumerReports.org
2017-12-08

7 Tax Terms to Know as Congress ConfersConsumerReports.org... making $220,000 with $22,000 in property taxes and $9,700 in state income taxes would pay $1,568 more under the House bill, or a 6.7 percent increase over their tax bill under current law. Tax experts in these states say that other aspects of the ...and more »

INVESTORS, PLANS & MONEY: Prepare to be ambushed - Wicked Local Plymouth
2017-12-08

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Prepare to be ambushedWicked Local Plymouth... an Ed Slott Elite IRA Advisor. He is a co-founder and principal of WH Cornerstone Investments in Duxbury and Kingston, a firm dedicated to empowering people to see their future as greater than their past. Bill is passionate about empowering widows ...and more »

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