Ed Slott is a financial expert in the United States. He is an author and public speaker providing training in IRAs and retirement distribution planning. He has been a collaborative creator of three nationally-aired Public Television Specials and is a practicing CPA based in Rockville Centre, New York
2023 NEWSLETTERS
January 2023 - SECURE 2.0 is here / Top Rulings of 2022
2022 Newsletters
January 2022-Top IRA Rulings | Summary of Key Rulings
February 2022 - IRA Contribution Nuts & Bolts | All That Glitters Is Not Necessarily IRA Gold
March 2022 - Retirement Savings Plan Contribution Nuts & Bolts | 72(t) Payments: The Risk Remains
April 2022 - New IRS SECURE Act Regulations Bring Big Surprises | Unconventional IRA Planning
May 2022 - Why the Required Beginning Date Is More Important than Ever?
June 2022 - The "Art and Science" of NUA| Is There a Perfect Retirement Strategy?
July 2022 - Demystifying Roth 401(k)-to-Roth IRA Rollovers 2022 SECURE Act Regulation FAQs
August 2022 - Roth IRA Conversion for All Ages | When Death Interrupts
September 2022 - Learn from others mistakes | Inflation & Retirement
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2021 NEWSLETTERS
January - TOP IRA Rulings of 2020, Summary of Secure Act, IRS /Court Cases and PLR's
February - Coronavirus Related Distributions (CRD), Form 1099
March - Interpreting the Secure Act, So What About the Stretch IRA?,
April - Maximize IRA Contributions by Avoiding These 6 Common Misconceptions, ROTH Conversions
May - Secure Act's 10 year Rule Confusion, Year of death on RMD's
June - IRS targets solo 401k plans, the impact of the Pro-Rata Rule, Long term LTC planning with IRA's
July - IRA Planning for Special Needs Beneficiaries & Beneficiary Planning for Health Savings Accounts
August - Court Rules Inherited 401(k) Accounts Are Protected in Bankruptcy | A Golden Opportunity to Discuss Roth IRAs
September - The Daunting Tasks of an IRA Trust Trustee | Life Insurance Has Become More Meaningful for Beneficiaries
October - Consolidating Accounts to Simplify Retirement | Using Reverse Mortgages to Make IRAs Better
November - Congress Targets IRAs | Making Portability Pay Of
December - Battle of the Roth Options | Solving (Some) IRA Problems With “Returns” and “Recharacterizations”
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2020 NEWSLETTERS
January 2020 - Top IRA Rulings for 2021 / Summary of Key Rulings /
January 2020 - The SECURE Act Becomes Law
February 2020 - SECURE Act: Ch-Ch-Ch-Ch-Changes!
March 2020 - The Age 70½ Conundrum Lives On
April 2020 - Government Responds to COVID-19
May 2020 - CARES Act Relief for Retirement Account
June 2020 - Marriage Has Its Benefits
July 2020 - IRS Announces BLANKET Relief
August 2020 - Bankruptcy and Lawsuits:
Are Your Retirement Assets Protected?
October 2020 - Retirement account deadlines, IRS issues Secure Act Guidance, Life Insurance & MORE!
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Advisory services are offered through Pinnacle Investment Advisors, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Neither Pinnacle Investment Advisors, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
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