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Track dates to save clients from new, big IRS fees - InvestmentNews
2016-01-31

Track dates to save clients from new, big IRS feesInvestmentNewsAlert all your clients to these deadlines, since the cost to even try to fix these problems later has now become prohibitive. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be ...

“Thinking Outside the Money Box,” An Amazon Best-Selling Book is Free For One More Day (01/29/2016) - WebWire (press release)
2016-01-28

WebWire (press release)“Thinking Outside the Money Box,” An Amazon Best-Selling Book is Free For One More Day (01/29/2016)WebWire (press release)-Ed Slott, CPA Retirement expert and Founder of www.irahelp.com and www.theslottreport.com “'Thinking Outside the Money Box' will help baby boomers make a critical shift in the way they think about money. As boomers move from the accumulation phase ...

Teacher: Principal pushed 6 to 10 students out of bus' path - Yahoo! Maktoob News
2016-01-27

Yahoo! Maktoob NewsTeacher: Principal pushed 6 to 10 students out of bus' pathYahoo! Maktoob NewsNow watching Up next. Why 70 Is the Pivotal Age for Retirement Planning. For retirees, everything changes when they must begin tapping their tax-deferred retirement accounts, says retirement expert Ed Slott. 4.. Schools in Flagstaff on a two-hour delay.

Tax Tips for a Down Market - Wall Street Journal
2016-01-22

Wall Street JournalTax Tips for a Down MarketWall Street JournalIf you go this route, says IRA expert Ed Slott, a CPA who practices in Rockville Centre, N.Y., be sure to segregate the money in a dedicated Roth account until it is clear you won't reverse the conversion. That will allow you to preserve benefits and ...

Up next at 1:00: Ed Slott's Retirement Road Map ... From Forever Taxed to Never Taxed - KCTS 9
2016-01-21

Up next at 1:00: 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. Fri 4/22, 100am. Greedy Wall Street ...

Ed Slott's Retirement Road Map ... From Forever Taxed to Never Taxed - KCTS 9
2016-01-21

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 ...

One Move You Can Still Make to Cut Your 2015 Taxes - The Fiscal Times
2016-01-21

The Fiscal TimesOne Move You Can Still Make to Cut Your 2015 TaxesThe Fiscal Times“The problem then is that it can then become tempting to take money out of your retirement account,” says Ed Slott, author of the retirement-planning books Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s and The Retirement Savings Time ...and more »

To cut tax bill, should you time your RMD based on the stock market? - USA TODAY
2016-01-21

USA TODAYTo cut tax bill, should you time your RMD based on the stock market?USA TODAYA: You've posed an interesting question, says Jeffrey Levine, an IRA technical consultant with Ed Slott and Co. in Rockville Centre, N.Y. Is there a market timing element when it comes to taking an RMD? “I suppose that to a very minor degree, the ...

7 crucial IRA tax planning strategies - InvestmentNews
2016-01-20

InvestmentNews7 crucial IRA tax planning strategiesInvestmentNewsWealthy clients — the ones coveted by advisers — aren't looking for the next hot stock tip, but are rather looking for their advisers to protect the assets they've accumulated, Ed Slott, certified public accountant at Ed Slott and Co., said this week ...

Nearly all Detroit schools closed due to teachers' sickout - Yahoo News
2016-01-20

Yahoo NewsNearly all Detroit schools closed due to teachers' sickoutYahoo NewsNow watching Up next. Why 70 Is the Pivotal Age for Retirement Planning. For retirees, everything changes when they must begin tapping their tax-deferred retirement accounts, says retirement expert Ed Slott. 3.. Schools in Flagstaff on a two-hour delay.and more »

WFP Tax Partners,LLC - TAPinto.net
2016-01-16

TAPinto.netWFP Tax Partners,LLCTAPinto.netWalter Pardo is an active member of Ed Slott's Master Elite IRA Advisor Group, which is an exclusive organization of financial advisors who are dedicated to being the leaders in the IRA industry. Because being the best in the business requires an ...

The Journey: Retirement moves to make this year - Post-Bulletin
2016-01-16

The Journey: Retirement moves to make this yearPost-BulletinFace it: You probably could have done more in 2015 to help your retirement picture, and you weren't alone. A Capital One Bank survey released in December found that only a third of respondents accomplished their financial goals last year. But whether ...and more »

Retirement moves to make in the new year - Albany Times Union
2016-01-13

Retirement moves to make in the new yearAlbany Times UnionFace it: You probably could have done more in 2015 to help your retirement picture, and you weren't alone. A Capital One Bank survey released in December found that only a third of respondents accomplished their financial goals last year. But whether ...

Top Five State Of The Union Tax Predictions - Forbes
2016-01-11

ForbesTop Five State Of The Union Tax PredictionsForbesThe most notorious is a “401(k) cap” on how much you'll be permitted to save for your own retirement. Another is a proposal to end the “stretch IRA” popularized by rollover guru Ed Slott. The ultimate goal here is to prop up the waning defined benefit ...and more »

Retirement moves to make in 2016 - Chicago Tribune
2016-01-05

Chicago TribuneRetirement moves to make in 2016Chicago Tribune"Making IRA contributions is one of the few provisions left in the tax code that you can do early in the new year to affect last year's taxes," said Ed Slott, an accountant who produces IRA training workshops for financial advisers and consumers. While ...and more »

The Savings Game - Salina.com
2016-01-02

The Savings GameSalina.comShe assembles the wisdom of many reliable sources: Ed Slott (retirement plans), Michael Kitces (investment withdrawals), Moshe Milevsky (annuities), James Hunt (insurance), William Bernstein (investments) and the authors of “Get What's Yours” (Social ...

Newly improved retirement tax rules - InvestmentNews
2015-12-30

InvestmentNewsNewly improved retirement tax rulesInvestmentNews... withdrawn are still taxable, of course, but there's no 10% penalty if the newly enhanced exception applies. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. He can be reached at ...

New book offers solid advice on preserving nest egg - Chicago Tribune
2015-12-29

New book offers solid advice on preserving nest eggChicago TribuneShe assembles the wisdom of many reliable sources: Ed Slott (retirement plans), Michael Kitces (investment withdrawals), Moshe Milevsky (annuities), James Hunt (insurance), William Bernstein (investments) and the authors of "Get What's Yours" (Social ...

INVESTORS, PLANS & MONEY: Impact investing - Wicked Local
2015-12-29

Wicked LocalINVESTORS, PLANS & MONEY: Impact investingWicked LocalHe is a member of the board of directors for the Financial Planning Association of Massachusetts and 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 ...

Shrewd Last-Minute 2015 Tax Steps You Can Take For Retirement Funds - Investor's Business Daily
2015-12-24

Investor's Business DailyShrewd Last-Minute 2015 Tax Steps You Can Take For Retirement FundsInvestor's Business DailyHe can withdraw it tax-free after five years if he is 59-1/2 or older. If you intend to convert to a Roth IRA this year, act soon. For it to count as a 2015 conversion, the funds must be out of your IRA by Dec. 31, says Beverly DeVeny, an IRA expert ...and more »

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