Christine Benz: We wanted to take a look forward into the year ahead and get your take on 2024 taxwise. What should people have on their radar? Are there any major changes going into effect this year?

Your IRA is an IOU to the IRS. An important concept for conversions is the idea of doing a series of conversions, staged conversions over several years versus all in one year. Once you convert, you ...

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 columnist Ed Slott got a lot of people thinking about Roth IRA and Roth 401(k) strategies this week — and whether traditional tax-deferred saving should be anyone’s go-to in the current ...

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 ...

As of June 6, 2024, the total debt of the U.S. government was $34.67 trillion, up from $32 trillion only a year ago. In fact, the federal government spent $658 billion on net interest costs on the ...

Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA 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 ...

Ed Slott speaking at the 2024 Technology Tools for Today (T3) Conference in Las Vegas. Many advisors decline to characterize themselves tax planners, acting almost as if the service was their ...

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 ...

Advisors face a myriad of evolving retirement-related rules and regulations this year — from the Department of Labor's proposed new fiduciary rule to required minimum distribution challenges and the ...