The Savings Game: How life insurance might help protect IRA values for your heirs

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...
Financial Advisor

Mid-Year IRA And Tax Strategies That Set Your Advisory Firm Apart

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 ...
Orlando Sentinel

The Savings Game: Some takeaways from Ed Slott seminars

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 ...
Financial Advisor

Ed Slott: Why Roth IRAs Are Here To Stay

Retirement planners can relax on one point, according to IRA specialist Ed Slott: The Roth IRA is not going away. Slott, an IRA consultant and president of Ed Slott and Company, told advisors at his ...
AOL

5 Roth IRA Secrets You Need To Know, According to a Top Expert

Recently on the “Erin Talks Money” show, host Erin Moriarity spoke with tax and retirement planning expert Ed Slott. Slott is widely regarded as one of the top experts in the field, having spent his ...
The Business Journals

Advisor Completes Training from America’s IRA Experts at Ed Slott and Company, LLC

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 ...