Ed Slott

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Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on Twitter at @theslottreport.

Bankruptcy

Retirement accounts at ‘serious risk’ as COVID-19 spurs bankruptcies

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

By Ed Slott

September 10

The client had been an employee of Kinder Morgan and had participated in its ERISA-governed savings plan

Retirement planning

ERISA savings plans: A cautionary tale for clients

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

By Ed Slott

August 17

Retirement withdrawals

Advising coronavirus-strapped clients who need cash now

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.

By Ed Slott

June 2

Retirement planning

Buyout or pension? The heavyweight bout of retirement decisions

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

By Ed Slott

November 8

Implementation of videoconferencing is intended to serve taxpayers virtually via computers or mobile devices, explains Donna Hansberry, chief of IRS appeals.

Retirement planning

Even when IRS says yes, company plans may say no

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

By Ed Slott

February 27

Employees walk near an Abbott Laboratories sign at the company's headquarters complex in Abbott Park, Illinois, U.S., on Monday, July 14, 2014. Abbott Laboratories said it plans to sell its generic drug business for established markets to Mylan Inc., getting in return a share of the newly combined companies in a deal valued at about $5.3 billion. Photographer: Daniel Acker/Bloomberg

Student loan debt

IRS allows student loan repayment benefits within 401(k) plans

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

By Ed Slott

September 11

Roth IRAs

5 IRA planning strategies to use now

Because next year will be too late.

By Ed Slott

June 25

Retirement planning

It pays to take RMDs early in the year

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

By Ed Slott

March 27

Practice management

Obama’s retirement proposals who wins and who loses?

Advisers should pay close attention to the eventual compromise on the presidents budget for the fiscal year that begins Oct. 1 because there were numerous proposals about retirement savings.

By Ed Slott

August 20

Financial planning

Examining Roth IRAs, retired minimum distributions and tax implications

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.

By Ed Slott

April 12