Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of
-
Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.
November 17 -
The agency began digging into the massive tax law addressing issues that needed immediate clarification.
October 8 -
To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.
September 10 -
If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.
August 17 -
Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know
July 10 -
Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.
June 2 -
How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.
May 4 -
The IRS now says some unwanted RMDs can be undone, eliminating the tax bill
April 10 -
The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.
March 27 -
A watchful planner might have saved a matriarch’s IRA from being allegedly pillaged by her son.
March 6
