Ed Slott’s IRA Corner2023-03-06T17:31:54+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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AGE 50 EXCEPTION QUESTION

When IRA or retirement plan assets are withdrawn prior to age 59 ½, an early distribution penalty of 10% applies. That is, in addition to any taxes owed on the distribution. However, there are exceptions in some cases, including the age 50 exception. While SECURE 2.0 expands this 10% penalty [...]

February 8th, 2023|

IRA RMD AGE MADE EASY

Since 1986, the RMD age was planted at 70 ½. In the past three years, it has increased to 72, to 73, and will eventually jump to 75. No wonder there is confusion. The age a person uses to determine when lifetime IRA RMDs start is 100% predicated on the [...]

January 30th, 2023|
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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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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