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 ...

For most people, inflation is bad news these days. Except when it comes to tax planning, said Ed Slott, president of Ed Slott & Co., in “Smart Year-End Tax Strategies,” a recent webcast presentation ...

Planning ahead and proper organization can prevent missed opportunities during tax season. Deductions should be taken when rates are high, and income should be taken when rates are low. If you think ...

Today might be the day for year-end tax planning, according to CPA and IRA expert Ed Slott. It may already be too late to make some tax moves with clients, particularly when it comes to IRA planning, ...

The planets may be aligned for advanced tax planning In the last third of 2021. A bevy of newly announced tax proposals, combined with the impacts of recent changes to tax laws, have created an ...

Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever. “We all know that we’re going into 2024 ...

NEW YORK, Feb. 4, 2020 /PRNewswire/ -- Ed Slott, CPA, the nationally-recognized IRA expert, founder of Ed Slott and Company, LLC and creator of www.irahelp.com, has been named a 2020 InvestmentNews ...

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 ...

As 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is "the best way of putting the client's interest first." ...

With the end of the year quickly approaching, there are several tricks advisors can use to maximize the power of their clients’ charitable giving, according to tax consultant Ed Slott of Ed Slott & ...