America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase.

Rockville Centre, NY
Joined April 2009
In today’s Slott Report, we discuss 3 exceptions to the pro-rata rule and how #IRA owners can potentially isolate their basis. Read more here: bit.ly/3GnkuLK
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There are two smart #retirement #tax moves you should consider before the end of the year. Ed Slott shares what they are in this contributing article for @bloombergtax's Compensation Planning Journal: bit.ly/3drUuSO
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From a volatile stock market to ever-changing #tax laws, the urgency for knowledgeable advice is essential! Register for our next Instant #IRA Success workshop and get the information you need to help your clients maximize their #retirement savings: bit.ly/3rHd2qS
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In volatile times like these, when inflation is looming, retirement savers may look to invest their #IRAs in gold. Advertisements on the internet and cable tv make it look easy, but that is not the full story. Find out more in today's Slott Report: bit.ly/31ubJ3H
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As we near the holidays, many of us are struggling to find the ideal gift. Our shop offers popular resources that are helping financial advisors and consumers nationwide understand #IRA distribution planning and take advantage of the #tax code: bit.ly/3rMZzxN
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In this week's Slott Report Mailbag, we answer reader questions regarding #401k plan rules and special needs trusts. Read more here: bit.ly/3GbkXjR
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In today's Slott Report, we discuss how governmental #457(b) #retirement plans differ from Top Hat 457(b) plans. Read more here: bit.ly/31d8Fsd
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While you are filled with holiday cheer this season, don't forget to keep your eye out for scams! #IRA Expert Andy Ives offers insight on the importance of watching over your possessions, most importantly, your #retirement assets: bit.ly/3CoVy4e
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Last chance to take advantage of our holiday cyber sales! Use code CYBERMONDAY before midnight for $500 off registration for our Instant #IRA Success workshop and an autographed copy of Ed Slott's bestseller, The New Retirement Savings Time Bomb: bit.ly/2CgR9kL
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In today’s Slott Report, we explain the pro-rata rule and its impact on a partial #Roth conversion from an #IRA that contains both pre-#tax and after-tax dollars. Read more here: bit.ly/3cZaNXm
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Due to popular demand, Ed Slott and #CPA Academy are offering a rebroadcast of the Year-End #Retirement #Tax Planning webcast TODAY at 2 PM ET. Help your clients take advantage of historically low tax rates and learn five impactful strategies to close 2021 bit.ly/2Ztpw9x
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In his newest @FAmagazine article, Ed explains that it may be now or never for regular backdoor and the mega-backdoor Roth #IRAs, pending the proposals from congress that would eliminate both. Read the full article here: bit.ly/3COEapH
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To celebrate #Thanksgiving, it is a Slott Report tradition to change it up and take a few moments to give thanks for the #IRA rules that do work well and help us save for our families’ futures. Read more here: bit.ly/30YgWjL
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