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

Wicked Local PlymouthINVESTORS, PLANS & MONEY: Prepare to be ambushed - News ...Wicked Local PlymouthMassachusetts has an unexpected estate tax that's catching lots of unsuspecting families. And you might be one of them.and more »

Powell: Must-have tools and tips for year-end retirement planning - KING5.com
2017-12-08

KING5.comPowell: Must-have tools and tips for year-end retirement planningKING5.comIf you have designs on converting some or all of your traditional IRA into a Roth IRA, it's best you do it quickly. “For a 2017, conversion funds must be out of the account by Dec. 31, 2017,” says Beverly DeVeny, director of retirement education for Ed ...and more »

Powell: Must-have tools and tips for year-end retirement planning - WKYC-TV
2017-12-08

WKYC-TVPowell: Must-have tools and tips for year-end retirement planningWKYC-TVIf you have designs on converting some or all of your traditional IRA into a Roth IRA, it's best you do it quickly. “For a 2017, conversion funds must be out of the account by Dec. 31, 2017,” says Beverly DeVeny, director of retirement education for Ed ...and more »

Powell: Must-have tools and tips for year-end retirement planning - WBIR-TV
2017-12-08

WBIR-TVPowell: Must-have tools and tips for year-end retirement planningWBIR-TVIf you have designs on converting some or all of your traditional IRA into a Roth IRA, it's best you do it quickly. “For a 2017, conversion funds must be out of the account by Dec. 31, 2017,” says Beverly DeVeny, director of retirement education for Ed ...and more »

wbir.com | Powell: Must-have tools and tips for year-end retirement ... - WBIR-TV
2017-12-08

WBIR-TVwbir.com | Powell: Must-have tools and tips for year-end retirement ...WBIR-TVIf you haven't done so already, now — as in before year-end — would be a good time to review your financial plan and take advantage of any last-minute retirement-planning tools and techniques. So, what are some of those tools and techniques?and more »

Must-have tools and tips for year-end retirement planning tips - WBIR-TV
2017-12-08

WBIR-TVMust-have tools and tips for year-end retirement planning tipsWBIR-TVIf you have designs on converting some or all of your traditional IRA into a Roth IRA, it's best you do it quickly. “For a 2017, conversion funds must be out of the account by Dec. 31, 2017,” says Beverly DeVeny, director of retirement education for Ed ...and more »

Powell: Must-have tools and tips for year-end retirement planning - KSDK
2017-12-08

KSDKPowell: Must-have tools and tips for year-end retirement planningKSDKIf you have designs on converting some or all of your traditional IRA into a Roth IRA, it's best you do it quickly. “For a 2017, conversion funds must be out of the account by Dec. 31, 2017,” says Beverly DeVeny, director of retirement education for Ed ...and more »

Avoid year-end RMD errors on retirement plans - InvestmentNews
2017-12-05

InvestmentNewsAvoid year-end RMD errors on retirement plansInvestmentNewsBy Ed Slott. Share. Advisers should be taking these last weeks of 2017 to make sure that there are no oversights when it comes to required minimum distributions (RMDs) from IRAs and company retirement plans. Remind clients that there is a 50% penalty ...and more »

Avoid year-end RMD errors on retirement plans - InvestmentNews - InvestmentNews
2017-12-05

InvestmentNewsAvoid year-end RMD errors on retirement plans - InvestmentNewsInvestmentNewsAdvisers should understand how rules on IRA rollovers and aggregation affect clients.and more »

6 retirement withdrawal missteps that could trigger a 50 percent tax penalty - CNBC
2017-12-04

CNBC6 retirement withdrawal missteps that could trigger a 50 percent tax penaltyCNBC"You are forced to take that money out, and you have to understand the rules," said Ed Slott, founder of Ed Slott & Co. "And it's very confusing." Willowpix | E+ | Getty Images. The last day to take your required minimum distribution this year is Dec ...

Is the stock market overdue for a market correction? - AZ Big Media
2017-12-01

AZ Big MediaIs the stock market overdue for a market correction?AZ Big MediaAs history has shown, those who chose to stay the course are rewarded for their patience more often than not. Calvin Goetz is a financial adviser, retirement wealth strategist, co-founder of Strategy Financial Group and author of “Climbing the ...

Riquier attends exclusive workshop with America's IRA experts - Daily Item
2017-11-20

Riquier attends exclusive workshop with America's IRA expertsDaily ItemThis in-depth workshop with Ed Slott and Company, America's IRA Experts, provided in-depth retirement account planning strategies, estate planning techniques, new tax laws, and the importance of continuous IRA training. “Roth IRAs were first introduced ...and more »

Why aren't more clients using Roth IRAs? - Financial Planning
2017-11-20

Financial PlanningWhy aren't more clients using Roth IRAs?Financial PlanningJanuary 1 marked the 20th birthday of the Roth IRA retirement account. In the past two decades, Roths have grown to hold more than $660 billion in assets, according to the Investment Company Institute. But as popular as they have become, they are still ...and more »

Attleboro Wealth Management managing partner takes advance training from IRA experts - Bucks Local News
2017-11-20

Bucks Local NewsAttleboro Wealth Management managing partner takes advance training from IRA expertsBucks Local NewsTraining was provided by Ed Slott and Company's team of retirement experts, including Ed Slott, CPA; Beverly DeVeny and Sarah Brenner, JD. Ed Slott and Company and many of the advisors in Ed Slott's Master Elite IRA Advisor Group are the go-to ...Riquier attends exclusive workshop with America's IRA expertsDaily Itemall 10 news articles »

People & changes: Hirings, promotions and movements of Polk business people - The Ledger
2017-11-17

The LedgerPeople & changes: Hirings, promotions and movements of Polk business peopleThe LedgerSusan Shipe, Achievement Academy lead teacher, was honored recently at the Florida Charter School Conference in Daytona Beach. Shipe was recognized by the Florida Consortium of Public Charter Schools as a 2017 Charter School Champion Teacher.and more »

People & changes: Hirings, promotions and movements of Polk ... - The Ledger
2017-11-17

The LedgerPeople & changes: Hirings, promotions and movements of Polk ...The LedgerShipe honored as champion teacherSusan Shipe, Achievement Academy lead teacher, was honored recently at the Florida Charter School Conference in ...and more »

Business people in the news … - Crow River Media
2017-11-15

Crow River MediaBusiness people in the news …Crow River MediaShad Ketcher, registered representative of New Era Financial Group, completed his semiannual training with America's IRA Experts at Ed Slott and Co. LLC, in late October in Kansas City, Missouri. The workshop provided training on advanced retirement ...

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2017-11-15

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Ed Slott: Clients need help now on tax bill questions - InvestmentNews
2017-11-14

InvestmentNewsEd Slott: Clients need help now on tax bill questionsInvestmentNewsThe House and Senate tax reform proposals are bound to change before legislation is finalized, but financial advisory clients need answers now on how to prepare, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group. 0. Comments. What do ...

Children's Alopecia Project honored by GreatNonprofits - Reading Eagle
2017-11-14

Children's Alopecia Project honored by GreatNonprofitsReading EagleRichard A. Kaufman, president of Kaufman Financial Services, Cumru Township, completed his semiannual training with America's IRA Experts at Ed Slott and Co. LLC, Kansas City, Mo. The workshop provided in-depth technical training on advanced ...and more »

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