Over the last year, I have read a number of articles related to the strategy of funding a traditional, non-deductible IRA and immediately converting to a Roth IRA. (There are no other IRAs so no ...
If you make a non-deductible IRA contribution, can that amount be converted to a Roth IRA tax-free if you have a 401(k)? Having a 401(k) plan doesn t affect the taxation of an IRA conversion. The ...
NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Ed Slott and Company, LLC, widely recognized as "America's IRA Experts," today announced the launch of its first direct-to-consumer education campaign with new ...
There are two big reasons advisors and their clients should engage in end-of-year tax planning in 2022, and both are relevant to the country’s fiscal and economic health, said Ed Slott, president of ...
ED SLOTT IS THE CONSUMMATE tax nerd. The best way for him to relax? Read articles about tax law. “I wish I could say I had hobbies,” says Slott, who bills his firm, Ed Slott and Co., as “America’s IRA ...
In the wake of the SECURE Act, traditional IRAs have become the worst possible asset to own, IRA expert Ed Slott told advisors attending The American College’s Horizons conference in San Diego on ...
IRA moves to make before the end of the year. Its clear theres one thing HerMoney listeners cant get enough of retirement.
Tax time has rolled around again, and tax and IRA specialist Ed Slott of Ed Slott & Co. has plenty of advice for advisors. First and foremost, he told ThinkAdvisor in a recent interview, now's the ...
Since you pay taxes upfront, Roths can give you a more accurate value of your retirement savings. Because Roths don’t have required minimum distributions, the money in the account can grow tax-free ...
In this episode of Human Capital, Ed Slott of Ed Slott & Co. relays important tax advice related to potential changes to the stepped-up basis and estate tax, and also warns that the potential boosting ...
Q: Why did you write your guide, Ed Slott's Retirement Decisions Guide 2014? A: There are too many people who are not prepared for retirement. They want to be, but they are overwhelmed by all of the ...
Most of the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025. The tax-cut package lowered rates across the board, increased the estate and gift tax exemption, and lowered ...