Ed Slott
Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport
Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport
The new relief on required minimum distributions for this year builds on previous IRS relief for RMDs in 2021, 2022 and 2023.
An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.
There’s a chance to do two 529-to-Roth rollovers this year – but only if the first one (for 2023) is done by April 15.
With the net unrealized appreciation tax break, company stock can be withdrawn from a 401(k) in a lump-sum distribution and have its appreciation taxed at capital gains rates, rather than as ordinary income.
Here are tactics to use this year given the opportunities for record stock values at the end of 2023.
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
The great tax benefits of qualified charitable distributions can be forfeited if the rules aren't followed.
It’s no simple task to determine which clients are subject to required minimum distributions this year, and which aren’t.
The switch can bring big state estate tax benefits, too.
Agency announces needed SECURE 2.0 relief related to catch-up contributions made by higher-income employees.
