Ed Slott: Why IRA and plan rollovers are one of the biggest traps in the retirement market
Financial advisers should only use direct trustee-to-trustee transfers and must avoid certain situations that can trigger big tax bills for clients, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.
Financial advisers should only use direct trustee-to-trustee transfers and must avoid certain situations that can trigger big tax bills for clients, according to Ed Slott of Ed Slott’s Elite IRA Advisor Group.
