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
If the IRA owner's spouse is more than 10 years their junior, the holder can use a different IRS table to calculate RMDs.
Complete rollovers, take care of qualified charitable distributions and be sure all funds related to a lump-sum distribution have been withdrawn.
Complete rollovers, take care of qualified charitable distributions and be sure that all funds related to a lump-sum distribution have been withdrawn.
A qualified HSA funding distribution gives clients a one-time chance for a tax-free distribution of funds from an individual retirement account.
Countdown to the Oct. 15 deadline for recharacterizing 2017 Roth conversions.
A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.
Retirement savers have also seen the purchasing power of their savings reduced by inflation.
A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.
A change in the tax law could now help both parties.
Ensure your clients' individual retirement accounts are set for 2018