IRA
How to Avoid a Penalty on Your Excess IRA Contribution
Obstacles with IRA Contributions and RMDs: This weeks Q&A
Conquer Your Fear of Tax Season
An IRA Beneficiary Quiz. Can You Pass this Exam?
You Missed a RMD! Now What? This weeks Q&A
5 Things Every Roth IRA Owner Should Know Before Taking a Distribution
What Happens When Beneficiaries do Not Split the Inherited IRA?
Why You May Reconsider Naming Your Trust as Your IRA Beneficiary
Imperative Q&A’s involving Transfers, Rollovers, and Beneficiaries
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.