Ed Slott

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.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

The new law will affect how financial advisors and clients evaluate the pros and cons.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

It’s the Roth’s 20th birthday. Where is everyone?

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.