Ed Slott

Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport

Ed Slott
Displaying 171 results
RETIREMENT RETIREMENT PLANNING OCT 13, 2017
Retirement planning challenges under tax reform

Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.

RETIREMENT RETIREMENT PLANNING JUN 23, 2017
Planning Roth conversions during tax reform uncertainty

Financial advisers should use the summer to evaluate all 2016 and 2017 Roth conversions for clients.

RETIREMENT RETIREMENT PLANNING JUN 09, 2017
4 ways to reduce RMD taxes

These strategies can help stave off the increase in taxes that required minimum distributions usually cause.

5 costly inherited IRA mistakes
RETIREMENT RETIREMENT PLANNING MAY 12, 2017
5 costly inherited IRA mistakes

Advisers should have their antennas up when an IRA owner dies and leaves the IRA to a non-spouse beneficiary.

Help clients use qualified charitable distributions to save on taxes
RETIREMENT RETIREMENT PLANNING APR 14, 2017
Help clients use qualified charitable distributions to save on taxes

Advisers need to help RMD clients change the way they give.

RETIREMENT RETIREMENT PLANNING FEB 14, 2017
How to help millennials avoid big mistakes with their IRAs

Steer young investors away from these common moves that can have a significant negative impact in retirement.

RETIREMENT TAX JAN 19, 2017
Now is the time to review and correct 1099-R tax forms

Identify clients who had these types of retirement distributions and then check for these common errors.

RETIREMENT RETIREMENT PLANNING JAN 03, 2017
Year-end required minimum distribution planning alert for first-timers

These pointers can help advisers reduce confusion for new required minimum distribution clients.

RETIREMENT TAX DEC 08, 2016
Still time to make IRA contributions for 2016

A 2016 IRA contribution can also be recharacterized in 2017, meaning changed from a traditional IRA to a Roth IRA, or vice versa.

RETIREMENT RETIREMENT PLANNING OCT 14, 2016
Answers to advisers' top questions on IRS' late IRA rollover relief

Advisers can avoid all of these 60-day rollover issues by using only direct trustee to trustee transfers whenever possible.