sarah brenner
Inherited IRAs and Roth Conversions: Today’s Slott Report Mailbag
Why You Should Take Your 2025 RMD Now
Are HSAs Going Roth?
Rollovers and Inherited IRAs: Today’s Slott Report Mailbag
One Roth IRA Rule Congress Should Do Away with Now
Tax Court Rules New SECURE 2.0 Statute of Limitations on Excess Contribution Penalty Is NOT Retroactive
Back-Door Roth IRAs and Roth 401ks: Today’s Slott Report Mailbag
Making a 2023 IRA Contribution? Here are 4 Rules That May Surprise You
Making a 2023 IRA Contribution? Here are 4 Rules That May Surprise You
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.