Complete 5 Easy Steps Package

UPDATED FOR THE SECURE ACT 2.0!

This complete set of 28 single-page white papers breaks down essential retirement, tax and IRA planning processes.

This Package will be available in the “Files” tab of your IRAHelp.com account upon order completion.

• Calculating the Pro-Rata Rule
• Calculating Your Required Minimum Distribution
• Planning for Multiple Beneficiaries
• Fixing a Missed Required Minimum Distribution
• Avoiding Charitable IRA Mistakes
• Avoiding 60-Day Rollover Mistakes
• Avoiding the 10% Penalty
• Protecting an IRA From Prohibited Transactions
• Avoiding Spousal Beneficiary Mistakes
• Avoiding 72(t) Mistakes
• Avoiding Mistakes in a Divorce
• To Convert or Not to Convert
• Determining Tax on Roth Distributions
• Planning For a Disclaimer
• Recharacterizing an IRA/Roth IRA Contribution in 5 Easy Steps
• Calculating NUA
• Using a Tax Refund to Fund an IRA
• Calculating an IRD Deduction
• Navigating Health Care Taxes
• Avoiding Non-Spouse Beneficiary Mistakes
• Fixing Missed 60-Day Rollover Deadlines with Self-Certification
• Navigating Qualified Charitable Distributions
• Planning for Health Savings Account Distributions

5 additional FREE

• Choosing the Right Tax Professional
• Choosing the Right Financial Advisor
• Examining Qualifying Longevity Annuity Contracts
• Helping Children with IRAs
• Contributing to a Health Savings Account

Order with Ed Slott’s books and take advantage of free shipping on all orders over $200!