The April 15 tax deadline has passed (except for those clients on extension). So now advisors have the perfect opening to contact clients and set up conversations about planning for 2025 taxes, and ...

Since you pay taxes upfront, Roths can give you a more accurate value of your retirement savings. Because Roths don’t have required minimum distributions, the money in the account can grow tax-free ...

Retirement planning guru Ed Slott urged advisors to call their clients and tell most of them not to put more money into their 401(k)s or IRAs, but to use Roth IRAs instead. “You want them to lower ...

Ed Slott, CPA, professor of practice at The American College of Financial Services and founder & CEO at Ed Slott and Company, explores current market uncertainty and how financial professionals can ...