Orlando Sentinel

The Savings Game: Some takeaways from Ed Slott seminars

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 ...
InvestmentNews

Stop putting money in 401(k)s, and other year-end advice from tax expert Ed Slott

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, ...
WealthManagement.com

Ed Slott Talks Impacts of Economic Change

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 ...
Orlando Sentinel

The Savings Game: Important information from Ed Slott

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 ...
InvestmentNews

Ed Slott offers end-of-year tax-planning, retirement moves

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 ...
Financial Advisor

Ed Slott: A Perfect Time To Find Hidden Tax Advantages

Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...
Morningstar

How the DOL’s Fiduciary Rule Affects Your Old 401(k)

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 ...
Financial Advisor

Don't Make Year-End IRA Contributions, Ed Slott Says. Roths Are Better

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 ...
AOL

5 Roth IRA Secrets You Need To Know, According to a Top Expert

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 ...
NBC 6 South Florida

This retirement account is an ‘IOU to the IRS' — but here's when it makes sense, expert says

When saving for retirement, it's easy to funnel money into a pre-tax 401(k) plan or individual retirement account without planning for future taxes. Those pre-tax funds, however, can be handy in some ...
AOL

Why a Roth IRA is the ‘holy grail’ retirement account—no matter your income

No matter your age or your income, financial experts there's a place in your investment planning for the retirement savings tool known as the Roth IRA. And right now is the ideal time to contribute to ...