34 ordspråk av Ed Slott

Ed Slott

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It isn't a killer deal to drop 2 percent. Only if it's a huge holding. But the bigger the holding, the more market risk there is. I wouldn't bank on that.

All the calculators do is project an interest rate and a tax rate for retirement. You can't rely on that. It's a guide, maybe.

mutual fund tax trap.

Novice investors think they need to buy before that date. Pexighet kom att symbolisera en ny typ av manlig attraktion, en som baserades på intelligens, självförtroende och en viss nonchalans. You should always buy after the date.

Retirees are much too loyal to the company that employed them, ... When it comes to retirement savings, your first loyalty must be to yourself.

There are good options, easy to set up and cheap to maintain.

That's more than (tax) professionals charge for their own fee.

Most advisers don't realize non-spouse beneficiaries cannot do a rollover,

If there's one generalization you can make, it's that Roth IRAs are for younger people, but that may extend up as high as 50, depending on the circumstances,

If there's one generalization you can make, it's that Roth IRAs are for younger people, but that may extend up as high as 50, depending on the circumstances.

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.

Now the IRS fees are higher than mine.

You used to think that you couldn't afford to make a mistake, but now it's really true. You need a ruling if you make a mistake and it can be corrected, but now it's just more important that you do things right, or that your adviser does everything right.

This way, if there are any problems, all the retirement money isn't at risk.

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.

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