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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There are only two ways to transfer IRA assets tax free in a divorce proceeding.
By Ed SlottMay 15 -
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.
By Ed SlottMay 4 -
Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.
By Ed SlottMarch 20 -
The new law will affect how financial advisors and clients evaluate the pros and cons.
By Ed SlottJanuary 23 -
Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.
By Ed SlottDecember 4 -
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There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.
By Ed SlottOctober 31 -
Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.
By Ed SlottOctober 2 -
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.
By Ed SlottAugust 31 -
Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.
By Ed SlottJuly 28