Ed Slott

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

Because next year will be too late.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

With advisors and investors focused on tax season, Ed Slott returns with some quick answers on Roth IRAs, required minimum distributions and what all this means before (and after) April 18.