Ed Slott and Company @theslottreport
America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase. irahelp.com Rockville Centre, NY Joined April 2009-
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Join us this July for Ed Slott and Company's 2-Day IRA Workshop. Gain invaluable insights to combat threats to retirement savings, and avoid costly mistakes. Don't miss this opportunity to elevate your expertise and empower your clients' financial futures! bit.ly/42La0SQ
Don't miss out! Join us today for Season 2 Episode 2 of The Great Retirement Debate as we delve into the contentious topic of leaving an equal inheritance to your children. Visit our website or tune in where you listen to podcasts! bit.ly/3Ux4y0v
In this week's Slott Report Mailbag, we answer reader questions regarding rollovers and successor beneficiary rules. Read more here: bit.ly/4doNdkI
Attention all retirement planners! Get ready for a new episode of The Great Retirement Debate tomorrow! Join Ed Slott and @CPAPlanner as they share insightful debates and impactful strategies to help you plan for the future: bit.ly/3Ux4y0v
In today’s Slott Report, we discuss the one-rollover-per-year rule: when it applies and when it does not. Read more here: bit.ly/4bjcdI5
In today's Slott Report, we discuss how to handle #401k required minimum distributions (#RMDs) in the year of #retirement. Read more here: bit.ly/3UNwpN7
Ready for some retirement planning wisdom? Check out latest episode of The Great Retirement Debate, out now! Visit our website or your favorite streaming platform to catch @CPAPlanner and Ed Slott debate important retirement planning strategies: bit.ly/3Ux4y0v
In today's Slott Report, we go over the 3 questions you should be asking to determine if a health savings account (#HSA) is right for you. Read more here: bit.ly/44fKbv1
Last Thursday, we kicked off Season 2 with Episode 1, featuring a lively debate between Ed Slott and @CPAPlanner on the merits of the still working exception. Tune in now for expert insights and thought-provoking discussions! bit.ly/3Ux4y0v
In today’s Slott Report, we discuss some of the basic concepts applicable to lifetime required minimum distributions (#RMDs). Read more here: bit.ly/4d8LOOX
Today is the LAST DAY to use promo code TAXDAY and save $400 on registration for our 2-Day Instant IRA Success Workshop! Don't miss out on this opportunity to help your clients secure their financial future and join other leading advisors taking action. bit.ly/42La0SQ
Season 2 of The Great #Retirement Debate podcast is here! Tune in to the first episode on your preferred streaming service and join us for expert insight on the still working exception. bit.ly/3Ux4y0v
In this week's Slott Report Mailbag, we answer reader questions regarding #roth #IRA distribution rules and combining IRAs. Read more here: bit.ly/3vVPItU
In today's Slott Report, we discuss #IRS notice 2024-35, and what that means for your required minimum distributions (#RMDs) subject to the 10-year rule. Read more here: bit.ly/3UlTFBy
We’re launching a fresh season of "The Great Retirement Debate"! Get ready to join Ed Slott and @CPAPlanner as they delve into pivotal topics shaping retirement. The first episode will be available this Thursday, April 18! bit.ly/3Ux4y0v
Celebrate #Tax Day by empowering your clients to take control of their finances, avoid unnecessary taxes, and tackle the latest threats to their retirement! Register by Friday for our 2-Day Instant IRA Success Workshop with promo code TAXDAY to save $400! bit.ly/42La0SQ
Ed Slott was recently interviewed by @SchwabNetwork, giving his tax tips for maximum benefits for 2024 and beyond. Check out the full interview here: bit.ly/4aEVlf1
In today's Slott Report we discuss two strategies that can be used to avoid #IRMAA. Read more here: bit.ly/3TXDqcn
In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distributions (#RMDs) and qualified charitable distributions. (#QCDs) Read more here: bit.ly/3VVQy4u
Not only are we launching Season 2 of The Great Retirement Debate – but we’re now offering video episodes! Join us as @CPAPlanner and Ed Slott dive deeper into 2024's financial landscape, bringing you closer to actionable insights than ever before! bit.ly/3Ux4y0v
Jeff "The Buckinghamm.. @CPAPlanner
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Mike M 🇺🇸 @mpm3763
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Holly Wallace @bafn
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Tommy Lopez, Jr., CFP.. @tommylopezjr
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Bill Harris | Certifi.. @BillMHarris
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Jeanie Ahn @jeanie531
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Wondering about some of the most common tax traps? @theslottreport and @JeanChatzky discuss which ones you need to know and how to avoid them: protectedincome.org/slott/
Join us for @theslottreport’s Mid-Year IRA Planning Opportunities 2024! Gain exclusive insights and expert guidance to optimize your clients' tax strategies and secure their financial future. Don't miss out! Register now! #IRAPlanning #FinancialAdvisors event.on24.com/wcc/r/4549633/…
The master of #PublicRelations @advisorpr for #financialadvisors with Wally Pardo at the 2-Day educational workshop led by the master of IRAs, Ed Slott, CPA @theslottreport, in La Jolla, CA. Thanks for all you do for us advisors Ed Slott and Alana Cole!
Getting caught up on so many tax rules and regs for IRAs led by #EdSlott @theslottreport in La Jolla, CA at a 2-day workshop (Fri-Sat). Several new rules now in effect for 2024! I’ll be presenting to our clients at @CRAdvisorsGroup on 3/7 to share how they can benefit!
Big shoutout to Andrei Henson for representing us at @theslottreport's 2-Day Instant IRA Success program! 🌟 Spreading the word and connecting with professionals, we're proud of the impact we're making together!
Back at one of our favorite conference's of the year - Ed Slott and Company's 2-Day IRA Workshop! Attending too? Make sure to stop by our booth to say hello. We'd love to hear about your 2024 goals! 👋📈 #InstantIRASuccess @theslottreport
High stock values and layoffs can combine for big tax breaks on company stock, Ed Slott explains buff.ly/3uvOhSf #InvestmentNews #401ks @theslottreport
Prepare for the tax changes that could come in 2026 with these tips from @theslottreport. spr.ly/6011Vjug9
It’s time to rethink and reverse traditional retirement planning strategies. Learn how to develop these new practical planning ideas to showcase your expertise and increase your income. hubs.li/Q02kmghf0 #estate #estateplanning #tax #finance #attorney #cpa #accounting
This advanced tax-planning webinar will provide an in-depth examination of the rules that apply to both Roth IRAs and Roth 401(k)s so you can recognize key planning opportunities to maximize tax-free investment opportunities. hubs.li/Q02djfSR0 #estate #IRA #401k
If you’re thinking about an IRA conversion before 2023 ends, @theslottreport has some things you should consider. spr.ly/6015RR5q7
Inherited IRAs have sparked a lot of confusion recently. @theslottreport is here to clear things up. spr.ly/6015RJrGR
Do you need to take RMDs if you’re still working? @theslottreport and @christine_benz walk through all the must-knows about required distributions as we inch closer to the end of 2023. spr.ly/6014uxNq8
@edclissold of @NDR_Research says to expect choppy markets, but no big recession early in '24; Ed Slott of @theslottreport on year-end tax moves to make now, @theRealDTrain37 of @NewConstructs on one #DangerZone pick that went to $0 and another that may soon, and more!
@edclissold of @NDR_Research says to expect choppy markets, but no big recession early in '24; Ed Slott of @theslottreport on year-end tax moves to make now, @theRealDTrain37 of @NewConstructs on one #DangerZone pick that went to $0 and another that may soon, and more!
If only we could all bring the sense of excitement and wonder to our jobs that Ed Slott @theslottreport brings to the topic of tax planning. 👇🏻 morningstar.com/retirement/yea…
Virtually hanging with the best minds in IRAs today @theslottreport
@theslottreport it was a pleasure meeting you in person 😊
Three simple words memorialized from the master mentor #EdSlott @theslottreport during his last #IRA & #Tax training. I had these custom made to remind all of our advisors how to constructively think about protecting our clients when tax rules and regs change. #financialadvisor
We don't know what taxes will look like 30 years from now. As @theslottreport always says, "Tax laws are written in pencil." 2/4
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