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, ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's your money briefing for Friday, July 16th. I'm J.R. Whalen ...

Ed Slott offers end-of-year tax-planning, retirement moves Ed Slott, founder of Ed Slott and Company, sits down with InvestmentNews anchor Gregg Greenberg to recommend end-of-year tips to save on ...

Ed Slott, CPA, professor of practice at The American College of Financial Services and founder & CEO at Ed Slott and Company, explores current market uncertainty and how financial professionals can ...

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 ...

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 ...

Retirement planning guru Ed Slott urged advisors to call their clients and tell most of them not to put more money into their 401(k)s or IRAs, but to use Roth IRAs instead. “You want them to lower ...

Christine Benz: I want to touch on what’s called the mega backdoor Roth IRA, and I’m hoping you can talk about who should consider that. Ed Slott: That’s from a company plan where you can actually ...

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 ...

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 ...