Ed Slott: Why you may not want to convert all your IRAs to Roths
Goal should be to get IRA funds out at the lowest tax rate possible, says tax specialist and founder of Ed Slott & Co.
Ed Slott: Share these two planning ideas before 2019 ends
Advisers should be talking with certain clients now about qualified charitable distributions and Roth conversions, said tax expert and founder of Ed Slott & Co.
Ed Slott – Is Opportunity Cost an Opportunity Lost
EdS-1 -Is Opportunity Cost an Opportunity Lost-
Ed Slott: Get clients’ beneficiary forms in order
Ed Slott says it is important to get clients' Beneficiary Forms in order.
Ed Slott: IRA rollover decision is a high value opportunity for advisers
Advisers should engage in conversations offering six options for what to do with IRAs, which may be the client's largest single asset, said the tax guru and founder of Ed Slott & Co.
Ed Slott: Advisers should be doing Roth conversion projections for this year
Roth conversions can no longer be undone, though Roth contributions can be.
Ed Slott: When is a good time to name a trust as an IRA beneficiary?
When , said the tax guru and founder of Ed Slott & Co.
Ed Slott: Help clients donate to charities through IRAs
Advisers should use qualified charitable distributions (QCDs) for every client that qualifies, retirement expert and founder of Ed Slott & Co. tells InvestmentNews.
Ed Slott: Every adviser must master IRA withdrawal strategies
Have Roth conversion evaluation conversations with every client, retirement expert and founder of Ed Slott & Co. tells InvestmentNews.
Ed Slott: Biggest IRA mistakes advisers make with clients
Advisers should beware the tax rules regarding IRA rollovers, inherited IRAs and trusts as IRA beneficiaries.
