Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...

Roth IRAs are tax-free. Traditional IRAs are tax-deferred. Understanding the ramifications of tax-free versus tax-deferred in your retirement plan is a major factor in why Roth IRAs are often superior ...

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 ...

As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...

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 ...