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3 Matching News Items |
| 1. |
Ed Slott, in ThinkAdvisor
Dec. 10, 2025
"[T]he lower tax rates were extended permanently by OBBBA -- but this is no time to let your guard down -- a future Congress could still increase tax rates. Take advantage now before year end especially with Roth conversions, and maximizing the lower tax rates for 2025. Also, avoid focusing on reducing taxes for this year at the expense of lifetime tax savings. Plan for life and beyond, not just for this year."
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| 2. |
ThinkAdvisor
Aug. 29, 2019
"[A] recent IRS ruling on uncashed distribution checks ... may require clients to take required minimum distributions (RMDs) early, warns IRA expert Ed Slott.... 'If the IRS really intends to apply the distribution rule to all company plan payouts,' Slott [said] ... 'advisors will need to advise clients to request distributions,' including RMDs, 'early enough in the calendar year to avoid any cross-year confusion, so the client will know that the distribution applies to the prior year, even if cashed or received early the next year.' "
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| 3. |
ThinkAdvisor
June 19, 2024
"Low current tax rates and big federal budget concerns put the traditional IRA in a precarious position. Congress has already made traditional IRAs less attractive from a tax perspective, and it could get worse. Most if not all clients should be using more Roth-style accounts, IRA expert Ed Slott argues."
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