Ed Slott
Ed Slott
Ed Slottis a financial expert in the United States. He is an author and public speaker providing training in IRAsand retirement distribution planning. He has been a collaborative creator of three nationally-aired Public Television Specials and is a practicing CPAbased in Rockville Centre, New York...
adviser afford mistake ruling
You used to think that you couldn't afford to make a mistake, but now it's really true. You need a ruling if you make a mistake and it can be corrected, but now it's just more important that you do things right, or that your adviser does everything right.
bank bigger deal drop huge killer market risk
It isn't a killer deal to drop 2 percent. Only if it's a huge holding. But the bigger the holding, the more market risk there is. I wouldn't bank on that.
depending extend high roth younger
If there's one generalization you can make, it's that Roth IRAs are for younger people, but that may extend up as high as 50, depending on the circumstances,
income questions tax watch year
You've got to watch your income this year like no other year, ... Your Tax Questions Answered.
questions tax
It's a nightmare, ... Your Tax Questions Answered.
everybody goes represents ruling taxpayers thousands
The rulings are like the Nielsen ratings. Everybody who goes for a ruling probably represents tens of thousands of taxpayers who have the same problem, but didn't even know they could find relief.
bracket lower tax
You may think you will be in a lower tax bracket later, but you don't know.
chain earth people
That's so ridiculous. Go up the chain and find out where on earth they got that policy. They could be costing people a lot of money.
company employed loyal loyalty retirement
Retirees are much too loyal to the company that employed them, ... When it comes to retirement savings, your first loyalty must be to yourself.
happened people time
Every time something like this has happened in the past, people were grandfathered into the program.
buy investors novice
Novice investors think they need to buy before that date. You should always buy after the date.
ira paying people treat
Most people treat IRA contributions like they're paying a bill. They should think about it as paying themselves.
ira predicting roth takes
A Roth 401(k) or a Roth IRA takes the uncertainty out of predicting the future.
certainly plenty time
You certainly have plenty of time to do it.