Additional relief on unwanted RMDs
Do any of your clients wish they could undo required minimum distributions they took early this year? Ed Slott explains additional relief the IRS recently provided on this front.
IRS deadline: Last year’s taxes due, plus some 2020 estimates
Ed Slott describes the many different tax implications of July 15 this year.
Extended tax deadline: What does it mean?
The tax deadline has been moved to July, but maybe that doesn’t mean you should wait. Ed Slott offers some critical insights your clients need to know now.
What does the Secure Act mean as we emerge from quarantine?
With so much focus on the Coronavirus, advisers and their clients may have forgotten about the Secure Act. Ed Slott offers some tax strategies for you and your clients to consider in 2020.
Undoing unwanted RMDs
What if someone already took their required minimum distribution, but didn't need to? Can they put it back in light of the CARES Act? Ed Slott thinks the IRS will provide blanket relief. Learn why.
No free lunch (not even for Tom Hanks) on IRA distributions
There is a lot of misinformation about how the CARES Act will impact your retirement savings. Tax expert Ed Slott separates fact from fiction in this episode of Tax Tips.
Dispelling CARES Act confusion
Many are confused about how the CARES Act will impact required minimum distributions. Ed Slott says this could really matter for senior citizens. Learn more.
Ed Slott: Here’s why January is the new December for charitable contributions
Qualified charitable distributions that land in January can offset RMD income that whole year through, said the tax expert and founder of Ed Slott & Co.
Ed Slott: Roth IRA opportunity cost or opportunity lost?
It's all about the tax rates when it comes to Roths, said tax guru and founder of Ed Slott & Co.
Ed Slott: Make sure your small business clients consider this before they convert IRAs to Roths
Details of the qualified business income deduction rules can spell trouble for clients if a Roth conversion boosts income, said the tax guru and founder of Ed Slott & Co.
