Roth conversions increase current-year taxable income, but they allow clients to keep more of their money long-term. If they don’t convert, clients (or their heirs) will have to pay taxes on the IRA ...

Advisors face a myriad of evolving retirement-related rules and regulations this year — from the Department of Labor's proposed new fiduciary rule to required minimum distribution challenges and the ...

Advisors have “amazing opportunities at this midyear,” Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning expert, said in a Financial Advisor magazine sponsored webinar. “More ...

As 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is "the best way of putting the client's interest first." ...

NEW YORK, March 5, 2020 /PRNewswire/ -- Ed Slott, CPA, nationally recognized IRA expert, founder of Ed Slott and Company, LLC and creator of www.irahelp.com, has been named a columnist for AARP, the ...

America's IRA Expert Releases New Best-Selling Retirement Planning Book That Includes Secure Act 2.0 Updates; Hosts Live Virtual Book Launch Party in Celebration In celebration of the book's ...

Many clients have significant amounts of unrealized losses from the turmoil in the financial markets. Selling those assets can provide a “bank” of net capital losses. Then the client can sell some of ...

InvestmentNews columnist Ed Slott got a lot of people thinking about Roth IRA and Roth 401(k) strategies this week — and whether traditional tax-deferred saving should be anyone’s go-to in the current ...

Ed Slott speaking at the 2024 Technology Tools for Today (T3) Conference in Las Vegas. Many advisors decline to characterize themselves tax planners, acting almost as if the service was their ...

A new Department of Labor fiduciary rule is set to go into effect this September. The DOL is worried that financial advisors will put their own interests in front of their clients’ interests when it ...

America's IRA Experts receive top honor for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio. A budget is a tool investors can use to plan and track their spending and ...