Ed Slott

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Tax Alerts For Advisors To Share With CPAs

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These three notices will help accountants with your clients’ 2018 tax returns.

Seven Year-End Retirement Planning Strategies

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Check these items before year’s end.

New IRA Proposals from Congress Can Benefit Those Over 70½

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The new proposals also have a new child benefit and Universal Savings Accounts for all.

When Roths May Not Be Right

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A dozen reasons not to do a Roth conversion.

Congress Says No Rothification … For Now

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Congress revisited a plan to eliminate the tax deductions for 401(k)s and replace them with Roth 401(k)-type plans.

IRAs: Where The Money Is, Why They're Different

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The tax rules for IRAs are different than the rules for almost all other types of property.

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