Advisors should ask every client to prioritize their financial goals and carefully consider the benefits and risks of Roth conversions, said Ed Slott, the Rockville Centre, N.Y.-based IRA and ...

I receive a great many inquiries about retirement accounts. One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort ...

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 ...

Retirement tax expert Ed Slott joins Robert Powell at the American College Horizons Conference to explain why tax planning — ...