• Ed Slott Retirement Guide 2020
• Ed Slott Retirement Roadmap 2017
• Ed Slots 2021 Retirement Bonus
• Ed Slots 2021 Retirement Payout
• Ed Slott's Retirement Decisions Guide

Retirees & Pre-Retirees

NEW Ed Slotts Retirement Rescue 5 DVDs 2 CDs 5 hours of material. Update 1/16/ 2021. We will ship items within 2 buisness days which is on all of our.

Helping you create a sustainable plan to maintain your lifestyle in retirement.

About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators. Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. NEW Ed Slotts Retirement Rescue 5 DVDs 2 CDs 5 hours of material. $10.00 + $2.80 shipping. Last updated on Jan 22, 2021 09:28:57 PST View all revisions.

High Net Worth Families

Providing the holistic approach you deserve to keep more of what you made.

Women in Transition

You’ve spent a lifetime caring for others. Now it’s your time to begin putting yourself first.

Professionals & Business Owners

Let us help you manage your unique challenges and secure your future.

Our Story

After losing her dad to Alzheimer’s and watching her mom, a self-made businesswoman, lose everything to a nursing home, Celine made it her life’s purpose to help protect families from the common pitfalls of money, life, and business.

Your Path

Finally, a simple, authentic, and holistic path to retirement planning. Built with you in mind and intended to provide you the clarity and confidence you deserve. Isn’t it time you received a customized SimplePath Roadmap® ?

Working with an Ed Slott Advisor

Retirement planning is complicated, and you should seek an advisor with specialized IRA training and resources. Working with an Ed Slott Master Elite IRA Advisor can help you avoid costly and potentially fatal errors with your retirement planning that may not be able to be undone.

Important Dates In 2021

January 1st: First day to contribute to an IRA, Roth IRA, or employer retirement plan for the year.

January 15th: Final estimated quarterly tax payment due for Q4 of previous year, if you’re self-employed or underpaid taxes
based on your income.

March 31st: End of Medicare Part A & Part B General Enrollment Period, for coverage to begin July 1st.

March 31st: Last day to submit claims for eligible medical expense from the previous year for many flexible spending account (FSA)
plans with a use-it-or-lose-it rollover rule.

April 1st: Last day, without penalty, to take your first IRA required minimum distribution (RMD) if you turned age 72 last year, aka your Required Beginning Date.

April 15th: Last day to file income taxes or apply for an extension.

April 15th: Due date for Q1 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

April 15th: Last day to make retirement plan or health savings account (HSA) contributions for previous year.

May 31st: Deadline for custodians & insurance companies to mail out Form 5498 showing any contributions (including deposits or transfers) in retirement accounts, or any Roth conversions, or recharacterizations made between January 1, 2020 and April 15, 2021.

June 15th: Last day to file income taxes if U.S. Citizens or resident aliens living abroad, including military.

June 15th: Due date for Q2 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

June 30th: Last day to submit college FAFSA (Free Application for Student Aid) for 2021-2022 school year.

September 15th: Due date for Q3 estimated quarterly tax payments for previous year, if you’re self-employed or underpaid taxes based on your income.

September 30th: Last day to determine beneficiaries after an IRA owner’s death.

Ed Slott Retirement Guide 2020

Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace benefits for the next year.

October 15th: Last day to file Income taxes if extension was filed. Last day to open and/or contribute to a SEP (Simplified Employer Plan) for self-employed and business owners.

October 15th: Medicare open enrollment begins.

October 31st: Deadline to provide plan administrator or IRA custodian required documentation on IRA inherited by a trust in the previous year.

December 7th: Medicare Open Enrollment ends.

December 15th: Healthcare open enrollment ends.

December 31st: Last day to setup most types of retirement accounts so contributions count for the current year.

December 31st: Last day to liquidate the entire value of inherited IRA’s on a 5-year rule.

December 31st: Last day for 401(k) contributions, Roth conversions, itemized deductions, stocks, and gifts to count for the current tax year.

January 1st: First day to contribute to a traditional and Roth IRAs and Simplified Employee Pension Plans (SEP) for the new year.

January 15th: Due date for quarterly estimated taxes for the fourth quarter of the previous year.

March 31st: End of Medicare Part A and Part B General Enrollment Period. Last day to submit claims for eligible medical expenses from the previous year for many flexible spending account (FSA) plans with a use-it-or-lose-it rollover rule.

April 1st: Last day to take first IRA required minimum distribution (RMD) without penalty.

June 30th: Last day to submit a FAFSA application.

July 15th: Last day to file income taxes or apply for an extension. Also, estimated taxes for Q2 are due. Also, this is last day to contribute to a traditional or Roth IRA, and a HSA for the previous year.

September 15th: Two month filing extension deadline for federal taxes, and last day to file income taxes for Americans living abroad. Estimated taxes for Q3 due.

September 30th: Last day to determine beneficiaries after an IRA owner’s death.

Ed Slott Retirement Roadmap 2017

Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace benefits for the next year.

October 15th: End of filing extension period for federal taxes. Also, extended deadline to contribute to an SEP IRA for the self-employed and self-business owners. Medicare open enrollment begins.

October 31st: Deadline to provide plan administrator or IRA custodian required documentation on IRA inherited by a trust in the previous year.

Ed Slots 2021 Retirement Bonus

December 7th: Medicare Open Enrollment ends.

December 15th: Affordable Care Act open enrollment ends.

December 31st: Last day to set up most types of retirement accounts so contributions count for the current year. Last day to liquidate the entire value of inherited IRA’s on a 5-year rule. Also, last day for 401(k) contributions, Roth conversions, itemized deductions, stocks, and gifts to count for the 2020 tax year.

Retirement Guide

Request a complimentary copy of our retirement guide, 'Will a Recession Rob Your Retirement?'

R E A D Y T O T A K E

Ed Slots 2021 Retirement Payout

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.

Or give us a call at (727) 304-6000

Area of Expertise:

IRA, Retirement Planning, Retirement Savings

About

Ed Slott, CPA, is a Professor of Practice at The American College of Financial Services. In this role, he contributes to the Retirement Income Certified Professional® (RICP®) program and supports The College’s current faculty focused on retirement distribution planning. As a nationally recognized IRA distribution expert, professional speaker, and best-selling author, Slott, has an unrivaled ability to turn advanced tax strategies into understandable and actionable advice. He was named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

As president and founder of Ed Slott and Company, LLC, a leading source of timely IRA expertise and analysis to financial advisors, institutions, and consumers, he provides practical, easy-to-understand information on IRA and retirement distribution planning for financial professionals and retirement savers.

Slott regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys. He has provided topical keynote presentations for leading financial membership organizations, including the Financial Planning Association, National Association of Personal Financial Advisors, Estate Planning Councils and the American Institute of Certified Public Accountants, as well as leading corporate financial firms coast-to-coast. He is the creator of Ed Slott’s Elite IRA Advisor Group^SM, an organization of more than 450 of the nation’s top financial professionals who attend his ongoing continuing-education programs to maintain a mastery of advanced retirement account and tax planning laws.

He is an accomplished author of many financial and retirement-focused books, including most recently “Ed Slott’s Retirement Decisions Guide: 2021 Edition” (IRAHelp, 2021), “Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s” (IRAHelp, 2021), and “The New Retirement Savings Time Bomb” (Penguin Random House, 2021), all scheduled for release in early 2021.

Ed Slott's Retirement Decisions Guide

As the go-to resource for media on timely insight of breaking news as it relates to retirement and tax planning laws and strategies, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He provides a monthly Q&A column to AARP and is a contributing columnist and media resource to Financial Planning, Financial Advisor and InvestmentNews magazines. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOX Business, NPR, Bloomberg and Morningstar. He is also the host of several public television specials, including his most recent, Retire Safe & Secure! with Ed Slott (2021).

Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. He was named a 2020 InvestmentNews Innovator for his significant contribution to helping advisors improve client outcomes and tackle industry challenges as well as the 2020 Sidney Kess Award Winner for excellence in continuing education by the AICPA®. He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former board member of The Estate Planning Council of New York City and is Accredited Estate Planner (AEP) distinguished.