Ed Slott and Company

In today’s Slott Report, we discuss Form 8606 and how the pro-rata rule may not be the momentous obstacle many perceive it to be.

Find out more here: https://bit.ly/4eOXTLW

The retirement planning landscape keeps changing — make sure your strategies keep pace. Join Ed Slott & Company in Brooklyn, NY, on July 9–10 for the 2-Day Workshop and get up to speed on the latest tax and retirement planning developments.

Topics include:
📌 2.0 updates
📌 Recent guidance
📌 Planning opportunities and challenges under the One Big Beautiful Bill Act ( )

Leave with actionable ideas and planning strategies you can apply right away.

Register now: https://bit.ly/3MFou2E

We're honored to be named a finalist in the 2026 Wealth Management Industry Awards for Retirement Tax Education Video Series.

This recognition reflects our ongoing commitment to providing financial professionals with the education they need to better serve consumers and help them make more informed retirement decisions.

More here:

Ed Slott and Company is Named a Finalist in the 2026 Wealth Management Industry Awards for Retirement Tax Education Video Series - Ed Slott and Company, LLC NEW YORK, 06/11/2026 — Ed Slott and Company, LLC, widely recognized as America's IRA Experts, has been named a Finalist in the 2026 Wealth Management Industry Awards for its Retirement Tax Video Series — a national consumer education initiative designed to close the retirement tax knowledge gap ...

In this week’s Slott Report Mailbag, learn why inherited rules for children and grandchildren can be very different, and find out when a beneficiary’s first required minimum distribution ( ) must be taken.

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June marks both Month and the anniversary of Obergefell v. Hodges. In today’s Slott Report, we examine 3 tax breaks available to married same-sex couples and how these rules can impact planning.

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In today’s Slott Report, we discuss whether or not Roth conversions have any impact on eligibility.

Find out more here: https://bit.ly/4v80S7W

and planning rules continue to evolve. Stay current with the latest developments at Ed Slott & Company’s 2-Day Workshop in Brooklyn, NY, July 9–10.

Topics include:
✔️ 2.0 updates
✔️ Recent guidance
✔️ Key planning considerations under the One Big Beautiful Bill Act ( )

Walk away with practical strategies you can put to work immediately with clients.

Register today: https://bit.ly/3MFou2E

In this week's Slott Report Mailbag, we answer reader questions regarding the once-per-year rollover rule, as well as #529-to- transfers.

Find out more here: https://bit.ly/4uk5FSO

In today’s Slott Report, our IRA expert, Ian Berger, JD, breaks down modified adjusted gross income ( ) — what it is, how it differs from adjusted gross income (AGI), and why it can impact your eligibility for valuable breaks.

Read more here: https://bit.ly/3RLDOxc

In today's Slott Report, our Director of Education, Sarah Brenner, JD, discusses five things you need to know about the five-year rule on converted funds.

Find out more here: https://bit.ly/4e0GQoP