For retirees looking to maximize their retirement benefits and savings.
YOU WORKED HARD FOR YOUR MONEY.
NOW LET US HELP YOU KEEP MORE OF IT.
The Keep More Quarterly Newsletter provides clear, practical strategies to reduce taxes, protect your retirement savings, and avoid costly mistakes.
What You’ll Get Each Quarter:
Each issue draws from the most valuable insights in our advisor publications — IRA Advisor and Social Security Advisor— and delivers them in plain English. You’ll receive:
- Timely updates on new tax laws, IRS rulings, and planning deadlines
- Income strategies to maximize IRAs, 401(k)s, Roth accounts, and Social Security
- Tax-saving tactics for RMDs, Roth conversions, and legacy planning
- Real-world case studies showing what works — and what to avoid
- Delivered in your choice of print or digital format
Why It’s Worth It:
- Based on the same expert guidance top financial advisors trust
- Focused on practical, real-world strategies you can apply right away
- Just one timely insight could help you avoid penalties, increase retirement income, or save thousands in taxes
Your Subscription Includes:
- 4 premium issues per year
- Your choice of print or digital delivery
- Free access to the debut issue when you sign up
- Ongoing access to all future issues while your subscription is active
- $175/year
Advisors: Want to share Keep More Quarterly with your clients? Bulk subscriptions are launching soon. Join the list today to be first in line.
View Newsletter Teasers
Protect Your Retirement
“Unless you consider cat food a viable dinner option, it’s wise to take action now to bulletproof your retirement assets. Sooner or later, we pay taxes. But why allow your retirement savings to become a windfall for Uncle Sam when the money should go to you and your heirs?”
— USA Today
Rock Star Team
“Ed Slott and his team of IRA Experts are absolute rock stars — they make complicated rules clear, engaging, and even fun.”
— Financial Advisor
Clear & Current
“Ed Slott has a knack for providing tax- and retirement-planning guidance that’s easy to understand, up-to-the-minute current, and–dare I say it? Fun.”
— Christine Benz, Director of Personal Finance, Morningstar, Inc.
Tax laws change constantly — and one missed update can cost you thousands.
Keep More Quarterly is a premium newsletter created for retirement savers who want to make smarter decisions and avoid costly mistakes.
Published in collaboration with the team behind Ed Slott and Company, each issue delivers expert-curated strategies to help you stay ahead of tax law changes, protect your savings, and get the most from every retirement dollar.
