Ed Slott: 3 year-end IRA mistakes to avoid
Be aware of rules regarding required minimum distributions, Roth conversions and qualified charitable distributions that should be addressed before 2018 starts.
Ed Slott on Required Minimum Distributions
Ed Slott offers his advice on how to help clients with their Required Minimum Distributions.
Ed Slott: Clients need help now on tax bill questions
The House and Senate tax reform proposals are bound to change before legislation is finalized, but financial advisory clients need answers now on how to prepare, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.
Ed Slott on new tax proposals
How will the new tax proposals affect your client's retirement savings?
Ed Slott: How advisers can dispel the confusion between IRAs and Roth IRAs
Ed Slott, founder of Ed Slott's Elite IRA Advisor Group, identifies five areas where IRAs and Roth IRAs are different. Hint: Whatever the rule is for an IRA, it's the opposite for a Roth IRA.
Ed Slott: Don’t hold your breath for lower tax rates
Well known tax expert Ed Slott tells financial advisers why now is the time to take advantage of low tax rates for clients.
Ed Slott: Tax strategies to help clients take advantage of market declines
When the markets decline or are volatile, it is an opportunity to put a few retirement savings strategies to work, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.
Ed Slott: The conversation advisers need to have with spousal IRA beneficiaries
Clients who inherit IRAs from their spouses need to decide whether to remain beneficiaries or do spousal rollovers. One important factor in that decision is their age, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.
Ed Slott: How to avoid fatal errors with inherited IRAs
The rules are tricky and unforgiving for non-spouses who inherit IRAs, according to Ed Slott of Ed Slott's Elite IRA Advisor Group. Find out which traps advisers need to avoid.
Ed Slott: Many investors are still not using this IRA strategy to save on taxes
If you have a client who has an IRA that is subject to required minimum distributions and they're donating to charity, they should be using qualified charitable distributions, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.
