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Ed Slott, CPA

5 Questions with Ed Slott, CPA

Apr 05, 2021

Ed Slott, CPA, America’s IRA Expert, was named Professor of Practice at The American College of Financial Services in January 2021.

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The Role of 401(k)s in Resolving the Retirement Planning Crisis

Oct 19, 2020

While 401(k)s are today accepted as one of the three main pillars of retirement savings—the others being Social Security and private or personal retirement plans—they actually only entered the conversation in financial ser

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Three Strategies to Protect Retirement Income During COVID-19

Sep 24, 2020

After months of downward trends and doubts about when or where an economic recovery might take place, markets are rebounding from their COVID-19 lows.

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White Paper: Bouncing Back with Post-COVID Retirement Planning

Sep 14, 2020

In the age of COVID-19, retirement planning for millions of Americans has gone through years of evolution in the space of months.

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The Insecurity of Social Security Benefits: How Did We Get Here?

Jul 27, 2020

We've been hearing it for years: the Social Security Administration and the retirement income benefits it provides to millions of Americans are in trouble.

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In Times of Crisis: Seven Estate Planning Tips For Your Retirement

May 11, 2020

A common topic these days among estate planning and retirement planning groups are “panic wills” that come up due to client worries over the possibility of a sudden death from COVID-19.

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Social Security During a Pandemic: Five Factors to Consider

May 11, 2020

An unprecedented time calls for difficult choices.

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PPP Loans and COVID-19: An Illustration

May 04, 2020

Given the recent developments on Paycheck Protection Program (PPP) loan forgiveness and the release of IRS Notice 2020-32 amid the ongoing COVID-19 pandemic, I put together a high-level graphic that illustrates what the cash flow and tax consequences could look like for a small business that qual

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Are You Living By Old Rules of Equity?

May 04, 2020

For many retirement planners, prevailing wisdom over the years has been that the equity allocation in a portfolio should be 100 minus the client’s age.

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The CARES Act of March 2020 and its Impact on Retirement Plan Distributions

Apr 21, 2020

Prepared By:  

Arthur Prunier Jr, PhD, RICP®

Instructional Assistant – RICP® program, The American College of Financial Services

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