IRAs
Ruling to Remember: IRS First in 60-Day IRA Rollover Ruling
Contribute to BOTH Your 401(k) and IRA in 2013
Age 55 Exception to the 10% Early Distribution Penalty
Simple Questions to Make Sure You Are Eligible to Make a 2013 IRA or Roth IRA Contribution
Don’t Rely on the Financial Organization (IRA Custodian) to Track Your 60-Day IRA Rollover Period
Ruling to Remember: 60-Day IRA Rollover Requirement
Government Shutdown: Are You on Furlough and Thinking About Taking an IRA Distribution?
Slott Report Mailbag: Can I Open and Convert a Non-Deductible IRA to a Roth IRA?
When NOT to Roll Over Your Company Retirement Plan Money to an IRA
Content Citation Guidelines
Below is the required verbiage that must be added to any re-branded piece from Ed Slott and Company, LLC or IRA Help, LLC. The verbiage must be used any time you take text from a piece and put it onto your own letterhead, within your newsletter, on your website, etc. Verbiage varies based on where you’re taking the content from.
Please be advised that prior to distributing re-branded content, you must send a proof to [email protected] for approval.
For white papers/other outflow pieces:
Copyright © [year of publication], [Ed Slott and Company, LLC or IRA Help, LLC – depending on what it says on the original piece] Reprinted with permission [Ed Slott and Company, LLC or IRA Help, LLC – depending on what it says on the original piece] takes no responsibility for the current accuracy of this information.
For charts:
Copyright © [year of publication], Ed Slott and Company, LLC Reprinted with permission Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information.
For Slott Report articles:
Copyright © [year of article], Ed Slott and Company, LLC Reprinted from The Slott Report, [insert date of article], with permission. [Insert article URL] Ed Slott and Company, LLC takes no responsibility for the current accuracy of this article.
Please contact Matt Smith at [email protected] or (516) 536-8282 with any questions.