In the wake of the SECURE Act, traditional IRAs have become the worst possible asset to own, IRA expert Ed Slott told advisors attending The American College’s Horizons conference in San Diego on ...

Most of the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025. The tax-cut package lowered rates across the board, increased the estate and gift tax exemption, and lowered ...

The election and all its uncertainty is over. The end of 2024 is quickly approaching. It's time to think about retirement tax planning before a new year and new administration sweep in. Better yet, ...

Planning ahead and proper organization can prevent missed opportunities during tax season. Deductions should be taken when rates are high, and income should be taken when rates are low. If you think ...

In Ed Slott’s recent monthly newsletter, he pointed out some important information that individuals with IRA accounts and 401(k) accounts should be aware of. Advantage of converting to a Roth: When ...

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

Q. I am confused about the five-year regulations regarding Roth conversions. Can you clarify? A. This is a question I receive frequently. I put the question to Sarah Brenner, an attorney with Ed Slott ...

Ed Slott, CPA, professor of practice at The American College of Financial Services and founder & CEO at Ed Slott and Company, explores current market uncertainty and how financial professionals can ...

Andrew Whitaker CFP®, CRPC®, President of Gold Tree Financial, Inc., completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite ...

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...

Retirement planners can relax on one point, according to IRA specialist Ed Slott: The Roth IRA is not going away. Slott, an IRA consultant and president of Ed Slott and Company, told advisors at his ...

From Natalie B. Choate, chair of the T&E Retirement Benefits Committee, we have this review: Ed Slott's new book, The Retirement Savings Time Bomb … and How to Defuse It (Viking, February 2003, $24.95 ...