Complete 5 Easy Steps Package


Out of stock


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 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!