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
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
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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