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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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 -
This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.
By Ed SlottOctober 9 -
With the expenses no longer deductible, will clients ask for new planning options?
By Ed SlottSeptember 27 - There are only two ways to make a tax-free transfer of IRA assets in this situation.Sponsored by Nationwide Advisory Solutions
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Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.
By Ed SlottSeptember 18 -
Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.
By Ed SlottSeptember 10