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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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 -
Whenever markets drop, clients start clamoring to hold gold in their IRAs. Heres what to tell them.
November 16 -
Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.
October 1 -
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.
August 3
