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Ed Slott's 10 Last-Minute Tax and Retirement Tips for 2021
Slideshow December 10, 2021 at 02:29 PM
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Related: Jeffrey Levine: Top 10 End-of-Year Tax Planning Tips
As we approach year-end, CPA and IRA expert Ed Slott of Ed Slott & Co. has given ThinkAdvisor the top priorities that advisors should be focusing on right now in helping their clients with last-minute tax and retirement plan priorities. His must-dos include avoiding the No. 1 mistake that clients make — and that advisors must alert them to. See the gallery above for Slott's 10 last-minute tips, in his own words.
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