Dec 13, 2023 · Joining me to discuss whether it makes sense to convert IRA balances as 2023 winds down is tax- and retirement-planning expert, Ed Slott. Ed, thank you so much for being …

Dec 8, 2025 · New tax laws create new opportunities for Roth conversions, but clients shouldn’t delay, said Ed Slott, the Rockville Centre, N.Y.-based IRA expert.

Nov 13, 2024 · Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received, it is apparent that folks don’t fully understand all the nuances of this …

Sep 8, 2025 · The long-term gain may justify the pain of losing a deduction when the conversion is made, Slott says.

The tax- and retirement-planning expert on why a series of phased conversions could make sense if higher tax rates are a possibility. ...more

One area of particular interest is Roth conversions. Fortunately, IRA expert Ed Slott and his staff spend a great deal of time and effort addressing the most important questions you should...

By biting the bullet now and paying owed taxes on a Roth conversion, clients will set themselves up for years, maybe decades, of tax-free growth and distributions, something Slott said he has …

Aug 15, 2025 · Ed Slott, CPA, answers questions about the new tax law under the One Big Beautiful Bill, Roth conversions, and more.

Jul 9, 2025 · For 2025, the standard deduction increases to $15,750 (from $15,000) for individuals, and $31,500 (from $30,000) for married filing jointly (MFJ). There are annual …

Jan 6, 2024 · The tax- and retirement-planning expert on why a series of phased conversions could make sense if higher tax rates are a possibility.