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
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!
Files coming soon.
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