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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.

  • On Guard

    January 1, 2012

    Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.

  • When a Disability Isn't Disabling

    November 1, 2011

    Tax courts frequently deny exemptions for retirement account distributions.

  • Taking Special Care With Inherited IRAs

    September 1, 2011

    Clients with special-needs children must be careful making plans for passing on their IRAs

  • Beneficiary Battles

    July 1, 2011

    Consider converting a 401(k) to an IRA before a second marriage if the new spouse isn't the desired heir.

  • Not So Fast

    May 1, 2011

    Clients rushing to recharacterize their 2010 Roth conversions should slow down and take another look.

  • Gifts From Uncle Sam

    March 1, 2011

    IRA owners have two years to act on planning opportunities available under the 2010 Tax Act.

  • Q&A: Roth IRAs

    January 1, 2011

    As the 2011 tax season approaches, consider these questions your clients may be asking you about their Roth IRAs.

  • Just Do It

    November 1, 2010

    Are your clients trying to decide whether to convert to a Roth? It might be more expensive and less effective after 2010.

  • Starting Over

    September 1, 2010

    Your clients have until Oct. 15 to recharacterize their 2009 IRA conversions. Make sure they don't make any costly mistakes.

  • Strange Bedfellows

    July 1, 2010

    Healthcare reform will affect clients in many ways. One unlikely effect involves IRA planning.

  • They're Baack!

    May 1, 2010

    After getting a year off, retirement plan holders must take their required minimum distributions again in 2010.

  • Not So Fast

    March 1, 2010

    Now is the time to convert to Roth IRAs-so long as your clients don't fall into these tax traps.