The election and all its uncertainty is over. The end of 2024 is quickly approaching. It's time to think about retirement tax planning before a new year and new administration sweep in. Better yet, ...

A new Department of Labor fiduciary rule is set to go into effect this September. The DOL is worried that financial advisors will put their own interests in front of their clients’ interests when it ...

In Ed Slott’s recent monthly newsletter, he pointed out some important information that individuals with IRA accounts and 401(k) accounts should be aware of. Advantage of converting to a Roth: When ...

Retirement planners can relax on one point, according to IRA specialist Ed Slott: The Roth IRA is not going away. Slott, an IRA consultant and president of Ed Slott and Company, told advisors at his ...

Every few years, IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important changes that have been made regarding IRAs , 401(k)s and ...

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...