Ed Slott

Help IRA holders predict — even reduce — future tax rates.

Help IRA holders predict — even reduce — future tax rates.

Save clients big headaches by being aware of these RMD-related errors.

An advisor’s omission leads to a big reward for a client.

A Roth conversion can help IRA-holding clients predict, even reduce, future tax rates. But it’s not always a cut-and-dried decision.

A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.

Woe to the client whose advisor fails to detect these common errors.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.

Tapping an IRA to help fund a business may sound like a good idea, but it can end in disaster if clients aren't careful.

Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.

Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer.

Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors.

IRA expert looks at potential pitfalls when converting an IRA to a Roth IRA and distributions are required.

A new interpretation of the once-per-year rollover rule could spell big trouble for some clients.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

Investors should beware when the Tax Code says one thing about real estate in an IRA, but the IRA custodian says another.

The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies.

Our IRA expert looks at what happens to required minimum distributions the recipient of an inherited IRA.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.