Updated Thursday, May 23, 2013 as of 5:24 PM ET
Ed Slott on Financial-Planning.com
Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker. Mr. Slott regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, Insurance Professionals, Financial Planners, Trust Companies, Banks, CPAs and Attorneys. Ed Slott has also the created The IRA Leadership Program™ and Ed Slott's Elite IRA Advisor Group™ developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.
"Ask Ed Slott"
One thing that is certain when it comes to tax rules is that they are uncertain and always subject to change. Tax and retirement planning expert Ed Slott answers reader questions.
April 1, 2013
Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here's how they may affect your clients.
January 1, 2013
A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.
May 1, 2012
IRA owners can now use their assets to buy longevity annuities, but there can be drawbacks.
March 1, 2012
Signing a routine brokers' agreement may lead an IRA owner to a 'prohibited transaction,' but the IRS has granted temporary relief.
January 1, 2012
Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.
November 1, 2011
Tax courts frequently deny exemptions for retirement account distributions.
September 1, 2011
Clients with special-needs children must be careful making plans for passing on their IRAs
July 1, 2011
Consider converting a 401(k) to an IRA before a second marriage if the new spouse isn't the desired heir.
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