Ed Slott

Errors are regrettably common. They are also easily avoidable.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

The biggest QCD question is whether it will be effective for a check not cashed by year’s end?

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

With the expenses no longer deductible, will clients ask for new planning options?

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

Clients need more advice — and advisors must do better analysis before making recommendations.

Always check and update the beneficiary forms.

Here’s what advisors need to know about the 20% qualified business income rule.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Because next year will be too late.