Retirement Planning Saving for Retirement

Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022

by Melanie Waddell
Analysis

Tax time has rolled around again, and tax and IRA specialist Ed Slott of Ed Slott & Co. has plenty of advice for advisors. First and foremost, he told ThinkAdvisor in a recent interview, now's the time for advisors to "communicate to clients that you add value beyond your core capability" by advising them on tax issues.

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