Ed Slott

Ed Slott

Ed Slott, a CPA in Rockville Centre, N.Y., is a Financial Planning contributing writer, IRA distribution expert, professional speaker and author of many books on IRAs.

All Ed Slott's Stories
A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.
Woe to the client whose advisor fails to detect these common errors.
Whenever markets drop, clients start clamoring to hold gold in their IRAs. Hereís what to tell them.
Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.
Tapping an IRA to help fund a business may sound like a good idea, but it can end in disaster if clients aren't careful.
Handling taxes for both Social Security benefits and plan distributions can be confusing. Here's how to help clients.
Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer.
Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors.
IRA expert looks at potential pitfalls when converting an IRA to a Roth IRA and distributions are required.
A new interpretation of the once-per-year rollover rule could spell big trouble for some clients.
Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.
Investors should beware when the Tax Code says one thing about real estate in an IRA, but the IRA custodian says another.
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