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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Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.
August 26 -
Unlike some other tax mistakes, running afoul of the once-per year rule can’t be fixed.
August 26 -
Advisers should be prepared to discuss both the benefits and drawbacks with clients.
August 24 -
Advisers should be prepared to discuss both the benefits and drawbacks with clients.
August 24 -
There’s one goof every adviser should take extra precautions to avoid: being careless about those IRA beneficiary forms.
August 8 -
Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.
June 22 -
Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.
June 6 -
Save clients big headaches by being aware of these RMD-related errors.
May 31 -
Help clients fix a common problem with nondeductible contributions.
May 31 -
Help clients fix a common problem with nondeductible contributions.
May 31 -
Help IRA holders predict — even reduce — future tax rates.
May 31 -
Help IRA holders predict — even reduce — future tax rates.
May 31 -
Save clients big headaches by being aware of these RMD-related errors.
May 6 -
An advisors omission leads to a big reward for a client.
April 11 -
A Roth conversion can help IRA-holding clients predict, even reduce, future tax rates. But its not always a cut-and-dried decision.
March 15 -
A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.
February 1 -
Woe to the client whose advisor fails to detect these common errors.
December 4
