Mailbag
Can I Make This Tax-Free IRA Rollover?
Am I Violating the 30-Day Waiting Period for Reconverting Recharacterizted Funds?
Can I Take All of My RMDs From Just One of My Inherited IRAs?
What Will Happen To the Stretch IRA?
Are Roth IRA Distributions Tax Free For Beneficiaries?
What Distribution Options Do I Have With My Inherited IRA?
Can I Place My IRA in a Trust?
How Many Trustee-to-Trustee Transfers Can I Make in One Year?
What Are My Options For Naming a Trust as IRA Beneficiary for a Minor Grandchild?
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.