Ed Slott
Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport
Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport
Splitting a company retirement account in a divorce generally involves a qualified domestic relations order, where the nonparticipant…
A recent court case illuminates the possibility of a pension benefit going back to the plan if the right legal documents are not in order.
Share these timely IRA reminders with your clients and their CPAs.
The IRS has increased its fees to request private-letter rulings (PLRs) for extensions upon missing two common retirement deadlines: 60-day rollovers and Roth recharacterizations.
Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.
Withdrawals before age 591/2 from plans and IRAs that are used to pay medical bills are generally exempt…
An expert's list of common mistakes advisers make when helping clients take required distributions
Semi-retired patent attorney cannot deduct losses in an IRA.
Popular retirement vehicle has several advantages over a traditional 529 plan in many cases
The popular retirement vehicle has several advantages over a traditional 529 plan in many cases.