Ed Slott
Ed Slott
Ed Slottis a financial expert in the United States. He is an author and public speaker providing training in IRAsand retirement distribution planning. He has been a collaborative creator of three nationally-aired Public Television Specials and is a practicing CPAbased in Rockville Centre, New York...
happened people time
Every time something like this has happened in the past, people were grandfathered into the program.
buy dipping expenses great
It's not a great move. When you buy a home, the expenses are just beginning...You're dipping into your pension.
again contribute couple money opportunity roth share spouse
So a working couple can contribute a lot more with a Roth 401(k). Each spouse can put $15,000 into a Roth 401(k). It's an opportunity to put a lot of money away that you'll never again have to share with the government.
ira predicting roth takes
A Roth 401(k) or a Roth IRA takes the uncertainty out of predicting the future.
money retirement
This way, if there are any problems, all the retirement money isn't at risk.
care death event husband maybe simple taken thinking
A simple event like that, imagine. She went to her death thinking that maybe her husband was taken care of, but it wasn't that way and now he didn't get a cent.
believe cannot
What a mess. I cannot believe professionals are actually advising these things.
everybody goes represents ruling taxpayers thousands
The rulings are like the Nielsen ratings. Everybody who goes for a ruling probably represents tens of thousands of taxpayers who have the same problem, but didn't even know they could find relief.
age allow amount contribute depending older sock
A defined-benefit Keogh would allow you to sock away a lot more, with the amount you contribute depending on your age and compensation. It makes the most sense for someone older making a significant amount of money.
buy investors novice
Novice investors think they need to buy before that date. You should always buy after the date.
charge
That's more than (tax) professionals charge for their own fee.
income questions tax watch year
You've got to watch your income this year like no other year, ... Your Tax Questions Answered.
bracket lower tax
You may think you will be in a lower tax bracket later, but you don't know.
cannot realize
Most advisers don't realize non-spouse beneficiaries cannot do a rollover,