"Clearly explains the remarkable advantages of Roth IRAs and their role in estate planning." —Burton G. Malkiel, author of A Random Walk Down Wall StreetA Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income tax-free for the rest of your, your spouse's, your children's and grandchildren's lives. The advantage of a tax-savvy long-term Roth IRA conversion is often measured in the ...

**AS SEEN ON PUBLIC TELEVISIONThe complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them.**If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to...

“This book is required reading.” —Robert Powell, editor of Retirement DailyWhether your retirement dreams are five years away or fifty—the single greatest threat standing in your way is taxes*.* Unlike losses in the stock market, money lost to taxes never recovers. With untaxed retirement accounts likely to become your largest asset, you face an explosive landscape of costly tax traps, penalties, and a complex maze of rules when it comes time to tap into t...

2025, The Final Drive is a metaphor from my football playing and coaching days. It is an attempt to emphasize the importance of the last chance, time is ticking, or now is the time to go! As you read through this book you will see we have a real opportunity in front of us. In 2025 the current tax cuts that were passed in 2017 expire and we at a minimum return to the rates before or rates go much higher. In this book I will discuss the Big Three retirement risks and how to deal with them. G...

This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.”–from Your Complete Retirement Planning Road MapCorporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’...

**OVER 400,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2025 TAX CUTSThere’s a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes.**The United States government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double just to keep our count...

"America 's IRA expert"(Mutual Funds magazine) Ed Slott shows readers how to make the most out of their retirement plans.• Achieve unlimited tax-free income after retirement and keep assets in the family• Protect retirement funds from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss• Use a Roth IRA to build a tax-free fortune Slott's three-step strategy cuts through the tax laws and provides simple, eas...

This is Ed Slott’s proven plan for generating enough personal wealth to last you the rest of your life.Given the challenging economic times, we will all welcome Ed Slott’s concrete advice for generating enormous wealth. In this must-have book you’ll learn how to:• Retire with more money than you ever could have imagined and still take care of your loved ones• Move your money from FOREVER taxed to NEVER taxed• Make your IRA and 401(k) safer dur...

2025, The Final Drive is a metaphor from my football playing and coaching days. It is an attempt to emphasize the importance of the last chance, time is ticking, or now is the time to go! As you read through this book you will see we have a real opportunity in front of us. In 2025 the current tax cuts that were passed in 2017 expire and we at a minimum return to the rates before or rates go much higher. In this book I will discuss the Big Three retirement risks and how to deal with them. G...

A complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them.If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive...

“This book is required reading.” —Robert Powell, editor of Retirement DailyWhether your retirement dreams are five years away or fifty—the single greatest threat standing in your way is taxes*.* Unlike losses in the stock market, money lost to taxes never recovers. With untaxed retirement accounts likely to become your largest asset, you face an explosive landscape of costly tax traps, penalties, and a complex maze of rules when it comes time to tap into t...

**An updated edition of the self-published book that sold more than 100,000 copies, with a new chapter on the 2018 tax cuts.There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes.**The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare--and the only way to deliver on these promises is to raise taxes. Some experts have even suggested tha...