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 ...

Tax planning for retirement – not just tax preparation – is one of the most underutilized tools available to American savers, yet most financial advisors receive little or no specialized training in ...

Advisors have “amazing opportunities at this midyear,” Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning expert, said in a Financial Advisor magazine sponsored webinar. “More ...

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 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is "the best way of putting the client's interest first." ...

There are two big reasons advisors and their clients should engage in end-of-year tax planning in 2022, and both are relevant to the country’s fiscal and economic health, said Ed Slott, president of ...

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 ...

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 ...

Policymakers tout recent legislation as offering a leg-up to Americans struggling to save for retirement, but one tax and retirement expert says not to believe the hype. The SECURE 2.0 Act, enacted at ...

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 ...

The tax rules applied to retirement accounts in the U.S. are always changing, providing opportunities for advisors to find and offer new strategies to their clients, according to IRA specialist Ed ...

For most people, inflation is bad news these days. Except when it comes to tax planning, said Ed Slott, president of Ed Slott & Co., in “Smart Year-End Tax Strategies,” a recent webcast presentation ...