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
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RETIREMENT IRA ALERT JUN 21, 2009
IRS shoots down new Roth IRA ploy

When Roth individual retirement accounts were created, it was inevitable that some taxpayers would attempt to exploit their advantageous provisions.

RETIREMENT IRA ALERT MAY 24, 2009
Education expenses and 72(t) plans

Individual retirement account owners under 59½ who take a distribution from their IRA are subject to a 10% penalty on the taxable amount of the distribution. But there are several exceptions to the penalty.

RETIREMENT IRA ALERT FEB 01, 2009
Distribution holiday has its complications

No required minimum distributions for 2009