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
NEWS RIAS MAY 12, 2013
Make sure 72(t) distributions are taken

Custodian's error almost ruined client's retirement and still cost her $10,000 in IRS fees.

RETIREMENT RETIREMENT PLANNING FEB 17, 2013
Take a fresh look at Roth conversions

With tax issue settled, it's time for financial advisers to help clients re-evaluate their plans

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
Sandy could blow through IRAs

RETIREMENT RETIREMENT PLANNING MAY 15, 2012
A case of two wives and one pension

RETIREMENT RETIREMENT PLANNING MAR 29, 2012
Paying the Roth conversion tax

RETIREMENT RETIREMENT PLANNING JAN 30, 2012
A fraud warning for self-directed IRAs

In September, the SEC issued an investor alert warning investors to be wary of fraudulent promoters targeting self-directed IRAs

RETIREMENT RETIREMENT PLANNING SEP 18, 2011
IRAs and special-needs trusts

In a recent private-letter ruling (PLR 201116005), the Internal Revenue Service allowed a disabled beneficiary to transfer his share of two inherited individual retirement accounts to a special-needs trust of which he was the beneficiary

RETIREMENT RETIREMENT PLANNING AUG 21, 2011
Roth re-characterization confusion

Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization

RETIREMENT RETIREMENT PLANNING JUL 26, 2011
Broken window: Rollover horror stories

When clients withdraw money from an individual retirement account or employer retirement plan and want to move those funds to another retirement account, they must roll over those funds within 60 days of the date that they received the distribution from the plan or IRA

RETIREMENT RETIREMENT PLANNING MAY 19, 2011
401(k) rights trumped by ERISA

In a recent case (Cajun Industries LLC v. Robert Kidder, et al.), the court ruled that despite having previously named his three children as beneficiaries of his 401(k) plan, a deceased plan participant's 401(k) balance will pass to his new wife