Displaying 8 results
IRA expert Ed Slott sees retirement savings tax bomb ticking louder than ever
The retirement expert is back with a new book and a big warning about higher taxes.
Holiday gift tax planning for IRAs
The big tax benefits come in the way gifts can be used in conjunction with retirement accounts.
Roth IRAs, 401(k)s for all? Not so fast, advisors say
While Ed Slott urged readers to stop contributing to traditional tax-deferred accounts, others take a more nuanced view.
Stop contributing to IRAs and 401(k)s
This decades-old strategy no longer works. It’s time to reduce IRA balances, not increase them.
IRS provides limited RMD relief
After the SECURE 2.0 Act's new rules resulted in confusion, the IRS issues notice providing relief on required minimum distributions.
Confusion about RMDs on inherited IRAs
New IRS rules complicate the calculation of required minimum distributions for those who have inherited individual retirement accounts.
New rules make IRAs less useful for transferring wealth: Ed Slott
Doing a Roth conversion is one way to avoid a tax hit later, Slott said, and life insurance is another, often-overlooked tool.
A tireless retirement team
Retirement is a beat that’s covered extensively by InvestmentNews, and this week's edition is no exception.
