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...
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Retirees are much too loyal to the company that employed them, ... When it comes to retirement savings, your first loyalty must be to yourself.
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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.
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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,
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You've got to watch your income this year like no other year, ... Your Tax Questions Answered.
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It's a nightmare, ... Your Tax Questions Answered.
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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.
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You may think you will be in a lower tax bracket later, but you don't know.
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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.
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You certainly have plenty of time to do it.
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All the calculators do is project an interest rate and a tax rate for retirement. You can't rely on that. It's a guide, maybe.
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That's more than (tax) professionals charge for their own fee.
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Every time something like this has happened in the past, people were grandfathered into the program.
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Novice investors think they need to buy before that date. You should always buy after the date.
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Most people treat IRA contributions like they're paying a bill. They should think about it as paying themselves.