Page 7 - Ed Slott News Today

If you're leaving your job, don't forget about your 401(k) plan. You have multiple options for moving your account. Here's what you need to know about them.

Can you pay your student loans and still meet other financial goals?

Bankrate can help you choose the financial advisor that will help you reach your investment goals.

Changes to the way inherited IRA accounts are taxed is set to sting millions of Americans from next year, experts have warned.

CHARLOTTE, N.C., Aug. 02, 2023 -- LPL Financial LLC announced today that financial advisor Richard “Dick” Donahue, CFP®, AIF®, has rejoined LPL Financial’s broker-dealer, RIA and custodial...

Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.

InvestmentNews columnist Ed Slott got a lot of people thinking about Roth IRA and 401(k) strategies this week. Advisors weigh in.

A plan to tax high-income, older Americans catch-up 401(k) contributions is set to launch in January, but a myriad of issues could force a delay.

Under new guidance, the IRS is allowing people who inherited an individual retirement account after 2019 to skip a required distribution this year.

Does anyone out there remember taxes? Well, advisors may want to pay more attention to taxes in the second half.