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Financial Adviser Providing Full Service Fee-Based Planning

Financial Adviser Providing Full Service Fee-Based PlanningFinancial Adviser Providing Full Service Fee-Based Planning

Welcome to the portal to access Ed Slott's monthly newsletters

 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 

Click on any file link to download the complete newsletter

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


October 2022 -  Use Caution When "Borrowing" from an IRA /  10 Ways to Ruin a Qualified Charitable Distribution 


November 2022 -  IRS Waives 50% RMD Penalty for Missed 2021 and 2022 RMDs Within the 10-Year Payout Period 


December 2022 -  Minors as IRA Beneficiaries /  The Top 4 Shocking Revelations from the Proposed RMD Regulations 




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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!

Turn and Face the Strange


March 2020 - The Age 70½ Conundrum Lives On


April 2020 - Government Responds to COVID-19


May 2020 - CARES Act Relief for Retirement Account

Withdrawals and Plan Loans


June 2020 - Marriage Has Its Benefits

When It Comes to IRAs


July 2020 - IRS Announces BLANKET Relief

for Unwanted 2020 RMD's


August 2020 - Bankruptcy and Lawsuits:

Are Your Retirement Assets Protected?


September 2020 - Combining NUA with CRD, Leaving employment with unpaid loan, Roth Conversions and MORE!


October 2020 - Retirement account deadlines, IRS issues Secure Act Guidance, Life Insurance & MORE!



November 2020 - Access to the most popular IRS tax forms, Navigating 72t payments & Retirement Tax Breaks for the Military & more...


December 2020 - Three Years, Three Rules - the NEW RMD requirements,  State tax implications of Roth Conversions PLUS Index to all 2020 publications





Files coming soon.

  

  

All written content on this site is for information purposes only. All information and ideas should be discussed in detail with your individual advisor prior to implementation. 

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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