Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of
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Errors are regrettably common. They are also easily avoidable.
By Ed SlottApril 1 -
Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
By Ed SlottFebruary 19 -
Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.
By Ed SlottJanuary 10 -
Financial planners don’t have to be attorneys to help clients avoid high cost oversights
By Ed SlottDecember 24 -
The biggest QCD question is whether it will be effective for a check not cashed by year’s end?
By Ed SlottDecember 18 -
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.
By Ed SlottNovember 28 -
Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.
By Ed SlottNovember 21 -
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.
By Ed SlottOctober 24 -
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?
By Ed SlottOctober 23 -
Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.
By Ed SlottOctober 10