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Ed Slott on Muck Rack

Ed Slott

  • CPA, Financial Expert and Columnist, Freelance
Rockville Centre
As seen in: Forbes, The Wall Street Journal, Yahoo Finance, MarketWatch, PR Newswire, Fox Business, Yahoo, Penguin Random House (US), AARP, Investing Insights and
America's #IRA Experts. We educate #financial advisors and consumers on how to win the second half of the #retirement game: the distribution phase.
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Articles

Analyzing OBBBA's Impact On IRA, Rollover And Roth Planning

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By Ed Slott
| Financial Advisor Verified
Tax year 2025 returns are now complete for many clients, giving advisors a valuable opportunity to begin proactive tax planning for 2026 and beyond. This year’s returns look different from prior years, as they are the first to reflect provisions from the One Big Beautiful Bill Act (OBBBA). Although the law was enacted last year, there was significant uncertainty around how its provisions would play out in practice.
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Pros and Cons of a Roth IRA

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By Ed Slott, Robert Michelin
| Bottom Line Inc. Verified
The only certainties in life are death and taxes—unless you own a Roth IRA. These individual retirement accounts are one of the rare ways to generate completely tax-free income in the US, no matter how big your nest egg grows. In fact, venture capitalist Peter Thiel, an early investor in PayPal and Facebook, turned a $2,000 contribution to his Roth IRA back in 1999 into more $5 billion…and he won’t owe a penny to the IRS.
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Out With The Old, In With The New! 2025 Year-End Retirement Account Planning

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By Ed Slott
| Financial Advisor Verified
Editor’s Note: This article was reprinted from Ed Slott’s IRA Advisor Newsletter, October 2025 Issue (© 2025). Winter is in the air, and the final few months of 2025 are upon us. This is a critical time for proactive retirement account planning. The recently passed One Big Beautiful Bill Act (OBBBA), the SECURE Act and its offspring SECURE 2.0 Act, as well as thousands of pages of IRS regulations, have all added to the mix of already complicated deadlines.
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