401(k)
Slott Report Mailbag: All About Roth IRA Conversions
Where Should You Convert? Roth IRA or Roth 401(k)?
Slott Report Mailbag: The Effects of IRA Contributions on Social Security Benefits
3 Reasons to Wait Until You Retire to Make a Roth Conversion
Slott Report Mailbag: The Tricky Balance of Retirement Planning Funds on the Move
IRA Survey Shows People Spend More Time Choosing a Restaurant Than Planning IRAs
Slott Report Mailbag: Are 401(k) and IRA Distribution Rules Different In Year I Turn 70 1/2?
How to Avoid Taxes With an Outstanding Loan in Ex-Employer 401(k) Plan
Slott Report Mailbag: Roth Conversions and Recharacterizations Leave This Reader Confused
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.