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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

Displaying 168 results

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On death, divorce and retirement

Splitting a company retirement account in a divorce generally involves a qualified domestic relations order, where the nonparticipant…

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Splitting retirement plan assets in divorce can get complicated if one spouse dies

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.

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Tax-time Roth IRA strategies

Share these timely IRA reminders with your clients and their CPAs.

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Track dates to save clients from new, big IRS fees

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.

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Newly improved retirement tax rules

Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.

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Beware the early distribution penalty

Withdrawals before age 591/2 from plans and IRAs that are used to pay medical bills are generally exempt…

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How to avoid year-end RMD errors

An expert's list of common mistakes advisers make when helping clients take required distributions

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Attorney learns the wrong way to deduct IRA losses

Semi-retired patent attorney cannot deduct losses in an IRA.

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Roth IRAs: Supersaving for college

Popular retirement vehicle has several advantages over a traditional 529 plan in many cases

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Consider a Roth IRA to supercharge your college-saving efforts

The popular retirement vehicle has several advantages over a traditional 529 plan in many cases.