As of June 6, 2024, the total debt of the U.S. government was $34.67 trillion, up from $32 trillion only a year ago. In fact, the federal government spent $658 billion on net interest costs on the ...

Tax planning for retirement – not just tax preparation – is one of the most underutilized tools available to American savers, yet most financial advisors receive little or no specialized training in ...

America's IRA Expert Releases New Book That Includes Secure Act 2.0 Updates, Offers Exclusive Bonus Video Content Already an Amazon best-seller in the Retirement Planning category, "The Retirement ...

Advisors face a myriad of evolving retirement-related rules and regulations this year — from the Department of Labor's proposed new fiduciary rule to required minimum distribution challenges and the ...

Advisors have “amazing opportunities at this midyear,” Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning expert, said in a Financial Advisor magazine sponsored webinar. “More ...

It's all about the taxes. That's the key concept for retirement savers specifically because IRAs and 401(k)s are only tax-deferred — not tax-free. "These funds have not yet been taxed, so you need a ...

The election and all its uncertainty is over. The end of 2024 is quickly approaching. It's time to think about retirement tax planning before a new year and new administration sweep in. Better yet, ...

As 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is "the best way of putting the client's interest first." ...

Ed Slott speaking at the 2024 Technology Tools for Today (T3) Conference in Las Vegas. Many advisors decline to characterize themselves tax planners, acting almost as if the service was their ...

Christine Benz: We wanted to take a look forward into the year ahead and get your take on 2024 taxwise. What should people have on their radar? Are there any major changes going into effect this year?