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, ...

Every few years, IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important changes that have been made regarding IRAs , 401(k)s and ...

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 ...

Last Tuesday's column on retirement-plan distributions sparked a lot of questions on individual retirement accounts. Because Monday was a quasi- holiday and a slow news day, I figured today would be a ...

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 ...

When it comes to required minimum distributions, there are plenty of ways to make mistakes. This year, the chore may seem even more confusing than usual. After being waived for 2020, those RMDs — ...

Ed Slott offers end-of-year tax-planning, retirement moves Ed Slott, founder of Ed Slott and Company, sits down with InvestmentNews anchor Gregg Greenberg to recommend end-of-year tips to save on ...

Retirement planning guru Ed Slott urged advisors to call their clients and tell most of them not to put more money into their 401(k)s or IRAs, but to use Roth IRAs instead. “You want them to lower ...