Financial Advisor

Ed Slott: Traditional IRAs Are The Worst Possible Asset To Own

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 ...
Yahoo Finance

Ed Slott, CPA, America’s IRA Expert, Named Professor of Practice at The American College of Financial Services

King of Prussia, PA, Jan. 13, 2021 (GLOBE NEWSWIRE) -- George Nichols III, President and CEO at The American College of Financial Services, announced today that Ed Slott, CPA, founder of irahelp.com, ...
Insurancenewsnet.com

AARP Names Ed Slott as New Columnist

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 ...
Financial Advisor

Ed Slott Urges Advisors To Act Before Tax Hammer Strikes

The planets may be aligned for advanced tax planning In the last third of 2021. A bevy of newly announced tax proposals, combined with the impacts of recent changes to tax laws, have created an ...
Financial Advisor

SECURE 2.0 Act Is Overhyped, Says Ed Slott

Policymakers tout recent legislation as offering a leg-up to Americans struggling to save for retirement, but one tax and retirement expert says not to believe the hype. The SECURE 2.0 Act, enacted at ...
Financial Advisor

This Is Your Last Chance For Some Year-End Tax Moves, Ed Slott Says

Today might be the day for year-end tax planning, according to CPA and IRA expert Ed Slott. It may already be too late to make some tax moves with clients, particularly when it comes to IRA planning, ...
Financial Advisor

Ed Slott: Why Roth IRAs Are Here To Stay

Retirement planners can relax on one point, according to IRA specialist Ed Slott: The Roth IRA is not going away. Slott, an IRA consultant and president of Ed Slott and Company, told advisors at his ...
Morningstar%2c Inc.

Ed Slott: Higher SALT Cap Could Mean Significant Tax Savings

Christine Benz: Hi, I’m Christine Benz for Morningstar. One of the most notable aspects of the tax legislation signed into law earlier this year is an increase in how much of your state and local ...
Insurancenewsnet.com

Ed Slott’s Retirement Book Revised to Include New 2020 Tax Laws

NEW YORK, April 1, 2020 /PRNewswire/ -- The 2020 edition of Ed Slott's Retirement Decisions Guide, a book by Ed Slott, CPA, America's IRA Expert, founder of Ed Slott and Company, LLC and creator of ...
Financial Advisor

Ed Slott Says Backdoor Roths Are Back On The Menu

Call it a reversal of fortunes. Since spring of last year, IRA impresario Ed Slott has been warning advisors not to counsel investors to create backdoor Roth IRAs—a vehicle that allows even ...
Morningstar

Ed Slott: How You Can Turn Tax-Time Pain Into a Win

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 ...