In the wake of the SECURE Act, traditional IRAs have become the worst possible asset to own, IRA expert Ed Slott told advisors attending The American College’s Horizons conference in San Diego on ...

Planning ahead and proper organization can prevent missed opportunities during tax season. Deductions should be taken when rates are high, and income should be taken when rates are low. If you think ...

Most of the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025. The tax-cut package lowered rates across the board, increased the estate and gift tax exemption, and lowered ...

The election and all its uncertainty is over. The end of 2024 is quickly approaching. It's time to think about retirement tax planning before a new year and new administration sweep in. Better yet, ...

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

Ed Slott, CPA, professor of practice at The American College of Financial Services and founder & CEO at Ed Slott and Company, explores current market uncertainty and how financial professionals can ...

Q. I am confused about the five-year regulations regarding Roth conversions. Can you clarify? A. This is a question I receive frequently. I put the question to Sarah Brenner, an attorney with Ed Slott ...

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...

Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...

Andrew Whitaker CFP®, CRPC®, President of Gold Tree Financial, Inc., completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite ...

From Natalie B. Choate, chair of the T&E Retirement Benefits Committee, we have this review: Ed Slott's new book, The Retirement Savings Time Bomb … and How to Defuse It (Viking, February 2003, $24.95 ...