Ed Slott’s IRA Corner2024-02-26T20:42:47+00:00

ED SLOTT’S IRA CORNER

Here at Ethos Capital Advisors, we want to help you understand your needs and current financial goals, so we post a weekly blog. We hope you find Ed Slott’s IRA Corner helpful in your retirement journey, and if you would like to learn more you can click below to begin. Content posted in Ed Slott’s IRA Corner was developed and produced by Ed Slott & Co. to provide information on a topic that may be of interest. Ed Slott and Ed Slott & Co. are not affiliated with Ethos Capital Management, Inc. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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ONE 60-DAY ROLLOVER PER YEAR?

SCENARIO: In one calendar year, Jessie completes the following transactions: Takes a partial distribution from her 401(k) and does a 60-day rollover to an IRA. Does a 60-day rollover from one traditional IRA to another traditional IRA. Takes another partial distribution from her 401(k) and, within 60 days, deposits the cash [...]

May 1st, 2024|
Ed Slott Secure Act Guide

THE SECURE ACT 2.0
Here’s What It Means For You

On December 29, 2022, the SECURE 2.0 Act was signed into law. While “Son of SECURE” is not quite the game changer for IRAs that the original SECURE Act was, there are many new provisions. How will this legislation affect you and your retirement savings? Download the Guide for some highlights and effective dates.

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ED SLOTT’S GUIDE LIBRARY:
Updated Monthly!

Avoiding 60-Day Rollover Mistakes…

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Navigating Healthcare Taxes…

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Qualifying Longevity Annuity Contracts…

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Choosing the Right Tax Professional-thumbnail

Choosing the Right Tax Professional…

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Recharacterizing IRA-Roth Contribution-thumbnail

Recharacterizing an IRA/Roth Contribution…

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Beneficiary Form Checklist-thumbnail

Beneficiary Form Checklist…

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Choosing the Right Financial Advisor…

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2023 Plan Limits Chart

2023 Contribution Plan Limits…

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Avoiding Financial Mistakes in Divorce…

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Top 10 IRA Rollover Mistakes…

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Using a Tax Refund to Fund an IRA…

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Avoiding Spousal Beneficiary Mistakes…

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Avoiding Non-Spouse Beneficiary Mistakes…

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Contributing to a Health Savings Account…

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Fixing Rollover Mistakes with Self-Certification…

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Calculating an IRD Deduction…

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Planning for Multiple Beneficiaries…

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Six Options For Your Employer Plan Retirement Funds…

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Avoiding Charitable IRA Beneficiary Mistakes…

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Avoiding the 10% Penalty…

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To Covert or NOT to Convert…

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Protecting IRA from Prohibited Transactions…

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Ed Slott Secure Act Guide

Steven J. Toto, CPF® 
Proud Member of Ed Slott’s IRA Advisor Group

Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA professionals on a continuous basis. Members are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Retirement planning is complicated. It is a personal and situational endeavor with possible pitfalls in the way of success. There are approximately 500 members throughout the country and Steven Toto is one of them. He is armed with current, cutting-edge IRA information to help service his clients, their families, and members of the Newtown, PA & Princeton, NJ communities. If you are interested in discussing your situation with Mr. Toto, give us a call today.

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Our advisors can help you navigate the complexities of your benefit plan so you can refine your
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