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When You Can Tap a 401(k) Early With No Penalty - Kiplinger Personal Finance
2016-05-17

Kiplinger Personal FinanceWhen You Can Tap a 401(k) Early With No PenaltyKiplinger Personal FinanceLeave your job in January and turn 55 in December, for example, and 401(k) payouts anytime during the year are penalty-free, says Jeffrey Levine, chief retirement strategist for Ed Slott and Co. Retire in December and turn 55 the following January ...

Advisers beware: Another Roth IRA scam backfires - InvestmentNews
2016-05-11

InvestmentNewsAdvisers beware: Another Roth IRA scam backfiresInvestmentNewsHe was held liable for more than a half a million dollars in taxes and penalties. No adviser should want any part of these types of transactions. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA ...

Should You Assume You'll Live Until 100 for Your Nest Egg? - Wall Street Journal
2016-05-08

Wall Street JournalShould You Assume You'll Live Until 100 for Your Nest Egg?Wall Street JournalThere is no such thing as a “joint” 401(k) or a “joint” 403(b), says Ed Slott, a certified public accountant and individual-retirement-account specialist in Rockville Centre, N.Y. When the time comes, participants in retirement plans must make ...

Which IRA Is Right for You? - Forbes
2016-05-02

ForbesWhich IRA Is Right for You?Forbes“The way I look at it, Roth IRAs are like tax insurance,” says Jeff Levine, chief retirement strategist at IRA consulting firm Ed Slott and Company. “There are so many unknowns when it comes to retirement. If I can eliminate one of those unknowns, I ...all 13 news articles »

Target four types of clients for more referrals - InvestmentNews
2016-04-26

InvestmentNewsTarget four types of clients for more referralsInvestmentNewsJeff Levine, a retirement planner with Ed Slott and Co., said the retirement experience itself can inspire some to share the name of their trusted adviser. "When people retire, it is often a seminal event where they have a lot of decisions to make in ...

On death, divorce and retirement - InvestmentNews
2016-04-24

On death, divorce and retirementInvestmentNewsOr alternatively, if that is questionable, then during the divorce proceedings the attorney should negotiate for the wife to receive other marital assets of equal value in lieu of plan benefits that might not ever be received. Ed Slott, a certified ...

On the Money: It's not too late to cut your taxes by opening an IRA - TwinCities.com-Pioneer Press
2016-04-16

On the Money: It's not too late to cut your taxes by opening an IRATwinCities.com-Pioneer PressYou can open an IRA and get a tax deduction. In addition, that IRA will help move you to where most Americans need to be — making more progress accumulating the money they need for retirement. To get a deduction, open a traditional deductible IRA.and more »

Splitting retirement plan assets in divorce can get complicated if one spouse dies - InvestmentNews
2016-04-15

InvestmentNewsSplitting retirement plan assets in divorce can get complicated if one spouse diesInvestmentNewsOr alternatively, if that is questionable, then during the divorce proceedings the attorney should negotiate for the wife to receive other marital assets of equal value in lieu of plan benefits that might not ever be received. Ed Slott, a certified ...

On the air: Ed Slott's Retirement Road Map ... From Forever Taxed to Never Taxed - KCTS 9
2016-04-14

On the air: Ed Slott's Retirement Road Map ... From Forever Taxed to Never TaxedKCTS 9Ed Slott shows how to take retirement savings on a permanent vacation from taxes and avoid Uncle Sam in Ed Slott's Retirement Road Map! No videos are available for online viewing. SHARE THIS. Upcoming Episodes. Thu 5/19 12:00am. Greedy Wall Street ...

Time's up: Millions of Americans are about to lose Social Security benefits - MarketWatch
2016-04-11

MarketWatchTime's up: Millions of Americans are about to lose Social Security benefitsMarketWatch“The restricted application strategy doesn't really have a deadline,” said Jeffrey Levine, a retirement expert with Ed Slott & Co. and author of The Definitive Guide to Required Minimum Distributions for Baby Boomers. “You just had to be a certain age ...and more »

Dinner and Discussion with Ed Slott at Presidential Caterers - whyy
2016-04-09

Dinner and Discussion with Ed Slott at Presidential CatererswhyyNamed "America's IRA Expert" by Mutual Funds Magazine and the "best" source for IRA advice from the Wall Street Journal, Slott is a nationally recognized as an IRA-distribution expert and the creator of several PBS specials, including Ed Slott's ...

RIAs To Feel The 'Higher Burden' Of Fiduciary - Insurance News Net
2016-04-08

Insurance News NetRIAs To Feel The 'Higher Burden' Of FiduciaryInsurance News NetIRA and tax expert Ed Slott, founder of Ed Slott and Co. in Rockville Centre, N.Y., said the fiduciary responsibility imposed on retirement-related transactions means that advisors had better know the new rules. If not, RIAs risk going out of business ...and more »

Why Taxes, Not Fees are Retirement Savers' Biggest Enemy - Fox Business
2016-04-07

Fox BusinessWhy Taxes, Not Fees are Retirement Savers' Biggest EnemyFox BusinessTop three tips for retirement planning. IRA and retirement advisor Ed Slott on the new rules for retirement advisors and tips for a healthy retirement plan. Why Taxes, Not Fees are Retirement Savers' Biggest Enemy. By Matthew Wisner Published April 07 ...and more »

My complaint about PBS stations - Journal Advocate
2016-04-06

My complaint about PBS stationsJournal AdvocateThen there's Ed Slott touting retirement; for a $200 "donation" we can get his book "Stay Rich Forever & Ever," a "Stay Rich Retirement Work Book Kit," and an expanded DVD with more material. And, there's the late Wayne Dyer, the self-help pioneer and ...

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 »

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