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
Displaying 173 results
IRA ALERT OCT 12, 2014
Distribution error wipes out IRA

IRA ALERT SEP 17, 2014
Sometimes the IRS loses in court

Engineer's rollover case points out the need for a good lawyer schooled in tax law.

IRA ALERT AUG 10, 2014
Heed custodian's asset allowances

IRA ALERT AUG 08, 2014
A warning on multiple IRA rollovers

Tax Court: "Once a year" rollover rule applies to all of a taxpayer's individual retirement accounts.

IRA ALERT AUG 07, 2014
Inherited IRAs in bankruptcy cases

IRA ALERT JUN 23, 2014
Using an IRA like a bank is risky

Tapping accounts for short-term financing can be costly if funds aren't replaced within 60 days

IRA ALERT JUN 09, 2014
In divorce, retirement is at risk

IRA ALERT APR 13, 2014
IRS: Only one IRA rollover per year

The agency changes course after Tax Court ruling; it will pull proposed regulation.

IRA ALERT JAN 26, 2014
New IRS rules on hard-to-value IRAs

IRA ALERT OCT 13, 2013
IRA Alert: Tax court shoots down medical exception