Why look anywhere else? A lot of my clients like to "pick my brain" to learn about what's going on in the market, what laws have changed with taxes, and even where to vacation. So, I'd like to share some of this insight with you. And once in a while, I might throw in a few surprise topics. So keep checking in. I'm glad to have you reading along.
Ed Slott & Company LLC |
Wednesday, December 15, 2021
As the year winds down, it also presents timely retirement tax planning opportunities that can be taken advantage of before year’s end. The final weeks of 2021 present a critical planning window for the best tax planning...
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Ed Slott & Company LLC |
Wednesday, November 17, 2021
‘Tis the season to deck the halls, light the menorah and help provide peace on earth (or at least to your families) with a well-constructed financial and estate plan! With everyone gathered together for the holiday season, the...
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Ed Slott & Company LLC |
Wednesday, October 20, 2021
With the holiday season upon us, you may be considering how you want to make your charitable donations. If you’re an IRA owner, you may want to consider a qualified charitable distribution, or QCD. A QCD is a distribution from an...
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Ed Slott & Company LLC |
Wednesday, September 22, 2021
Converting your traditional IRA to a Roth IRA can come with many benefits, including eliminating the uncertainty of how future tax rates will impact your income in retirement. Plus, say goodbye to required minimum distributions (RMDs)...
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Ed Slott & Company LLC |
Wednesday, August 18, 2021
Back-to-school season can be a great time to consider how you plan to help your children or grandchildren fund their higher education. 529 plans are a popular savings vehicle and have continued to gain popularity since the Tax Cuts and...
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