Ed Slott: 7 RMD, IRA and Estate Planning Points for 2024
By John ManganaroThe IRA expert discusses tax-friendly income planning moves to consider before, and after, tax day.
October 16, 2023
Ed Slott: RMDs Are a Nightmare This Year. Here's What Advisors Should Do."Keep this guide on your desk!" Slott urges.
July 17, 2023
IRS Issues New 2023 RMD Relief for IRA BeneficiariesNew guidance also gives 72-year-olds who mistakenly started RMDs early extra time to return the money.
March 21, 2023
Ed Slott: Secure 2.0 Left Lots of Unanswered QuestionsAdvisors "will need to exercise caution with any interpretations" until Congress or the IRS provides answers, Slott says.
March 20, 2023
Ed Slott: New IRS Guidance Clarifies 2023 RMDsWarn clients who turn 72 this year that they might get an incorrect RMD notice, Slott advises.
February 27, 2023
Ed Slott: Advisors Are Confused About IRAsThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 07, 2023
Regulators Warn of Self-Directed IRA RisksSelf-directed IRA investors are on their own in following rules and avoiding risky investments, Ed Slott says.
January 30, 2023
Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea"I think advisors got the wrong idea" about this Secure 2.0 Act provision, Slott tells ThinkAdvisor.