New tax laws create new opportunities for Roth conversions, but clients shouldn’t delay, said Ed Slott, the Rockville Centre, N.Y.-based IRA expert. A “trifecta of tax laws”—the SECURE Act of 2019, ...

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 ...

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 ...

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 ...

As part of Retirement Daily’s Man vs. Machine series, we recently asked ChatGPT the following question: What steps should someone take to evaluate whether to do a Roth IRA conversion or not? And then ...

Before rushing to a Roth conversion, here are several important realities federal employees should understand.

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in your retirement plan is a major factor in why Roth IRAs are often superior ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. One of the most notable aspects of the tax legislation signed into law earlier this year is an increase in how much of your state and local ...

Andrew Whitaker CFP®, CRPC®, President of Gold Tree Financial, Inc., completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite ...