Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on Twitter at @theslottreport.
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To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.
By Ed SlottSeptember 10 -
If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.
By Ed SlottAugust 17 -
Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.
By Ed SlottNovember 8 -
Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
By Ed SlottFebruary 27 -
Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.
By Ed SlottSeptember 11 -
Because next year will be too late.
By Ed SlottJune 25 -
Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.
By Ed SlottMarch 27 -
Advisers should pay close attention to the eventual compromise on the presidents budget for the fiscal year that begins Oct. 1 because there were numerous proposals about retirement savings.
By Ed SlottAugust 20