Page 22 - Ed Slott News Today

The latest Build Back Better plan issued Wednesday would exempt certain Roth IRA withdrawals from income tax, unlike an earlier version.

President Joe Biden’s plan to build America back better is much more costly than most...

House Democrats proposed a repeal of Roth conversions for the wealthy. But the provision wouldn’t take effect for a decade.

The simplicity of target date funds has made them popular, particularly among 401(k) savers. But investors may be paying a price.

One reason is the impact on Social Security income. Many people believe that because of Social Security survivor benefits, a surviving spouse would not lose any income; this is not true. A surviving spouse is eligible for Social Security survivor options.

This probably isn't a big problem for most retired Americans, but you can't let funds in your retirement accounts sit there forever. You have to make required minimum distributions or face stiff...

After being waived for 2020, required minimum withdrawals, or RMDs, are again in force for 2021.

After being waived for 2020, required minimum withdrawals, or RMDs, are again in force for 2021.

The Taxpayers Protection Alliance (TPA) launched a campaign against President Joe Biden's attack against retirement plans Wednesday.

Our analysts also touch on direct indexing, pre-retirement tips, and tax strategies.