As 2023 winds down, Ed Slott of Ed Slott and Co. reminds advisors that staying on top of the latest retirement and tax-related developments is "the best way of putting the client's interest first." The tax laws, Slott relayed in the most recent episode of ThinkAdvisor's Ask The Retirement Expert podcast, are "always changing." In this gallery, Slott explains how advisors can keep up with the existing and looming retirement-related rules— from the Labor Department's proposed new fiduciary rule to required minimum distribution challenges and the Internal Revenue Service's anticipated Secure Act-related guidance — and warns that 2024 will a busy year.
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Year-end 2024 Tax Topics Checklist