In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distributions (#RMDs) and #IRA accounts.
About us
Ed Slott was named “The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA distribution planning expert, professional speaker, and the creator of several public television specials, including his most recent, Retire Safe and Secure! with Ed Slott (2018). Ed Slott established the IRA Leadership Program and Ed Slott’s Elite IRA Advisor Group, which were developed specifically to equip financial professionals with the knowledge and tools to become recognized leaders in the IRA marketplace. Ed Slott and Company hosts irahelp.com as well as the Slott Report blog (irahelp.com/slott report), and Ed and the team of IRA Experts regularly present continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys across the country. Ed Slott is the author of the best-selling books, Ed Slott's Retirement Decisions Guide: 2018 Edition (IRA Help, 2018), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2012), The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune (Penguin, 2008), and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites. Ed has been quoted in national news publications including The New York Times, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
- Website
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http://irahelp.com
External link for Ed Slott and Company
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Rockville Centre, New York
- Type
- Privately Held
Locations
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Primary
Get directions
100 merrick road
STE 200E
Rockville Centre, New York 11570, US
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Get directions
Employees at Ed Slott and Company
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John Ripley CFF®, CLTC®, FRC℠, ChFEBC℠
Certified Financial Fiduciary®, Investment Advisor Representative at Smarter Retirement Solutions
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Debbie Slott
D. Slott Design - Art Director / Graphic Designer for digital & print advertising, for small businesses, corporate & educational/non-profit…
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Kira Fasanella
Marketing Director at Ed Slott and Company, LLC
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Jeremy Rodriguez
Associate Attorney at Allotta | Farley
Updates
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In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distributions (#RMDs) and #IRA accounts. Read the full blog here: https://bit.ly/4a2l2qB
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Have you checked out the most recent episode of The Great #Retirement Debate? Join Ed Slott, CPA and Jeffrey Levine as they weigh the pros and cons of using your health savings account (#HSA) in retirement.
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In today's Slott Report, our Director of #Retirement Education, Sarah Brenner, JD, discusses the 4 things you need to know about rollovers if you plan on going through with one in between calendar years. Read more here: https://bit.ly/4gGVK37
4 Things to Know About Rollovers Between Calendar Years - Ed Slott and Company, LLC
https://irahelp.com
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In today’s Slott Report, we discuss some potential pitfalls of late-year qualified charitable distributions (#QCDs). Read more here: https://bit.ly/3Dv5yPi
The QCD Dance - Ed Slott and Company, LLC
https://irahelp.com
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In this week's Slott Report Mailbag, we answer reader questions regarding #IRA rollovers and #Roth contributions. For the full mailbag, read more here: https://bit.ly/3BrOqtc
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In the newest episode of The Great Retirement Debate, Ed Slott and Jeffrey Levine discuss whether or not you should use your Health Savings Account (#HSA) in #retirement.
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💼 Ready to become an IRA expert? Join us for our Instant #IRA Success Workshop in Orlando, FL, February 20-21! Stay informed with the latest #SECUREAct updates and discover how to help your clients grow their wealth. 🎁 Use the code HOLIDAY before December 31 for $400 off your registration!
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In this recent Barron's article, reprinted in today's The Wall Street Journal, Ed Slott, CPA and other industry experts share insights on essential #tax moves to make before year-end in lieu of the Trump Tax Cuts 2.0.
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In today's Slott Report, we discuss which individuals will need to take 2024 required minimum distributions (#RMDs) before the December 31 deadline. Read more here: https://bit.ly/3B9t8AJ
Who Must Take a 2024 RMD? - Ed Slott and Company, LLC
https://irahelp.com