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 DEC 30, 2015
Beware the early distribution penalty

RETIREMENT RETIREMENT PLANNING NOV 20, 2015
How to avoid year-end RMD errors

An expert's list of common mistakes advisers make when helping clients take required distributions

RETIREMENT RETIREMENT PLANNING OCT 25, 2015
Attorney learns the wrong way to deduct IRA losses

Semi-retired patent attorney cannot deduct losses in an IRA.

RETIREMENT RETIREMENT PLANNING SEP 18, 2015
Roth IRAs: Supersaving for college

Popular retirement vehicle has several advantages over a traditional 529 plan in many cases

RETIREMENT RETIREMENT PLANNING JUL 28, 2015
Consider a Roth IRA to supercharge your college-saving efforts

The popular retirement vehicle has several advantages over a traditional 529 plan in many cases.

RETIREMENT RETIREMENT PLANNING JUL 26, 2015
Law expands 10% penalty exception for public safety workers

More public safety officials may take early distributions without penalty from more of their government-sponsored retirement plans.

The case for Roth IRA conversions for high-income clients
RETIREMENT RETIREMENT PLANNING JUN 24, 2015
The case for Roth IRA conversions for high-income clients

Paying tax now, on today's balance, may be preferable to paying future tax on a much larger sum, year after year.

RETIREMENT RETIREMENT PLANNING JUN 18, 2015
Clearing up adviser confusion on the new once-per-year IRA rollover rule

Here are answers to common adviser questions on the new IRA rollover rule

The case for Roth IRA conversions for high-income investors
RETIREMENT RETIREMENT PLANNING MAY 15, 2015
The case for Roth IRA conversions for high-income investors

Paying tax now on today's balance may be preferable to paying future tax on a much larger sum, year after year.

Tax season is over, but IRA fixes can still be made
RETIREMENT RETIREMENT PLANNING MAY 15, 2015
Tax season is over, but IRA fixes can still be made

Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year