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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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 -
Clients need more advice — and advisors must do better analysis before making recommendations.
By Ed SlottSeptember 10 -
Always check and update the beneficiary forms.
By Ed SlottAugust 15 -
Here’s what advisors need to know about the 20% qualified business income rule.
By Ed SlottAugust 9 -
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.
By Ed SlottJuly 20 -
Because next year will be too late.
By Ed SlottJune 12