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 ...

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, ...

Most of the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025. The tax-cut package lowered rates across the board, increased the estate and gift tax exemption, and lowered ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...