5 Easy Steps – Tax Planning Package

UPDATED FOR THE SECURE ACT 2.0!

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

This package includes the following single-page white papers:

• 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

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