The April 15 tax deadline has passed (except for those clients on extension). So now advisors have the perfect opening to contact clients and set up conversations about planning for 2025 taxes, and ...

IRA moves to make before the end of the year. Its clear theres one thing HerMoney listeners cant get enough of retirement. Theres truly an endless amount to explore with this topic because whether ...

Every few years, IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important changes that have been made regarding IRAs , 401(k)s and ...

Andrew Whitaker CFP®, CRPC®, President of Gold Tree Financial, Inc., completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite ...

Since you pay taxes upfront, Roths can give you a more accurate value of your retirement savings. Because Roths don’t have required minimum distributions, the money in the account can grow tax-free ...

In the wake of the SECURE Act, traditional IRAs have become the worst possible asset to own, IRA expert Ed Slott told advisors attending The American College’s Horizons conference in San Diego on ...

Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA and ...