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 SEP 25, 2016
IRS more lenient on 60-day rollover

Filing late used to be difficult and costly to correct, but new rule alleviates a lot of the pain.

RETIREMENT RETIREMENT PLANNING SEP 16, 2016
Will the state take your client's IRA? It can

Make sure clients are accessing their accounts or otherwise taking steps that would deem their accounts active.

RMDs can create future tax savings
RETIREMENT RETIREMENT PLANNING JUL 21, 2016
RMDs can create future tax savings

If clients don't need the income, here are some ways the money they must take can be put to good use.

Who's keeping track of IRA basis?
RETIREMENT RETIREMENT PLANNING JUN 14, 2016
Who's keeping track of IRA basis?

IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.

RETIREMENT RETIREMENT PLANNING JUN 10, 2016
Advisers beware: Another Roth IRA scam backfires

Roth IRAs offer significant tax benefits, but these transactions are on the Internal Revenue Service's radar.

RETIREMENT RETIREMENT PLANNING MAY 11, 2016
On death, divorce and retirement

RETIREMENT RETIREMENT PLANNING MAR 28, 2016
Splitting retirement plan assets in divorce can get complicated if one spouse dies

A recent court case illuminates the possibility of a pension benefit going back to the plan if the right legal documents are not in order.

RETIREMENT RETIREMENT PLANNING MAR 23, 2016
Tax-time Roth IRA strategies

Share these timely IRA reminders with your clients and their CPAs.

Track dates to save clients from new, big IRS fees
RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Track dates to save clients from new, big IRS fees

The IRS has increased its fees to request private-letter rulings (PLRs) for extensions upon missing two common retirement deadlines: 60-day rollovers and Roth recharacterizations.

Newly improved retirement tax rules
RETIREMENT TAX JAN 04, 2016
Newly improved retirement tax rules

Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.