5 Easy Steps – Tax Planning Package

$10.00

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!