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 AUG 10, 2014
Heed custodian's asset allowances

RETIREMENT RETIREMENT PLANNING AUG 08, 2014
A warning on multiple IRA rollovers

Tax Court: "Once a year" rollover rule applies to all of a taxpayer's individual retirement accounts.

RETIREMENT RETIREMENT PLANNING AUG 07, 2014
Inherited IRAs in bankruptcy cases

RETIREMENT RETIREMENT PLANNING JUN 23, 2014
Using an IRA like a bank is risky

Tapping accounts for short-term financing can be costly if funds aren't replaced within 60 days

RETIREMENT RETIREMENT PLANNING JUN 09, 2014
In divorce, retirement is at risk

RETIREMENT RETIREMENT PLANNING APR 13, 2014
IRS: Only one IRA rollover per year

The agency changes course after Tax Court ruling; it will pull proposed regulation.

RETIREMENT RETIREMENT PLANNING JAN 26, 2014
New IRS rules on hard-to-value IRAs

RETIREMENT RETIREMENT PLANNING OCT 13, 2013
IRA Alert: Tax court shoots down medical exception

RETIREMENT RETIREMENT PLANNING AUG 18, 2013
Understand clients' pension plans

RETIREMENT RETIREMENT PLANNING JUL 18, 2013
Check clients' IRA agreements

Spoiler spoiler: Financial advisers must ensure that clients' IRA accounts will be shielded from bankruptcy court dunners.