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Ed Slott and Company's "5 Easy Steps" White PapersYou can learn and share Invaluable retirement distribution and
tax planning information with colleagues, clients, friends and family
thanks to these single-page white papers that break down complicated
IRA and tax planning processes into 5 easy steps. Whether you want to
recharacterize a Roth IRA, avoid charitable IRA mistakes or fix a
missed Required Minimum Distribution, Ed Slott and Company takes
you step-by-step through the process in an easy-to-understand format. |
 Click on the above image for a sample |
Complete 5 Easy Steps Package
All 18 White Papers and TWO additional FREE Choosing the Right Tax Professional Choosing the Right Financial Advisor COMPLETE SET INCLUDES ALL PACKAGES! |
$22.50 |
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5 Easy Steps - Tax Planning Package
To Convert or Not to Convert Determining Tax on Roth Distributions Planning For a Disclaimer Recharacterizing a Roth Conversion Calculating NUA Using a Tax Refund to Fund an IRA Calculating an IRD Deduction |
$8.75 |
 Click on the above image for a sample |
5 Easy Steps - Distribution Planning Package
Calculating the Pro-Rata Rule Calculating Your Required Minimum Distribution Planning for Multiple Beneficiaries Fixing a Missed Required Minimum Distribution |
$5.00 |
 Click on the above image for a sample |
5 Easy Steps - Avoiding Mistakes Package
Avoiding IRA Charitable Mistakes Avoiding 60-Day Rollover Mistakes Avoiding the 10% Penalty Protecting an IRA From Prohibited Transactions Avoiding Spousal Beneficiary Mistakes Avoiding 72(t) Mistakes Avoiding Mistakes in a Divorce |
$8.75 |
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Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s
Ed Slott's Fund Your Future provides a tax-smart savings plan for recent college graduates, young professionals and those just starting a family and individuals who are determined to take ownership of their financial well-being. This book will detail how to: create a savings blueprint, contribute to savings vehicles such as Roth IRAs and employer plans, convert tax-deferred (tax-infested) savings to tax-free territory, take money out of retirement accounts if the need arises and build a team of financial professionals that work for you. This book will be available in early 2012. You will receive a confirmation email at payment and another email at shipment. |
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Ed Slott's Retirement Decisions Guide: 2012 Edition
Ed Slott, America's IRA Expert, provides a powerful 49-page educational guide for both consumers and financial advisors, demonstrating the step-by-step strategies needed to build and protect a family fortune. This book includes UPDATED 2012 tax tables and income and contribution limits. This book will be available in early 2012. You will receive a confirmation email at payment and another email at shipment. |
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Taxing Away Your Wealth
Stay tuned for updated version! Special report combines the tax expertise of Ed Slott and Company and the economic research of HS Dent. The FINRA-reviewed handout can be used in client presentations to explain the current economic situation from a tax standpoint. |
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The Roth IRA 5-Year Rules Pamphlet Pack
Distinguish yourself from other advisors with personalized, informative pamphlets! These classy and educational pamphlets can be kept in your office or distributed to your clients or prospects. Personalize the back page with your contact information. Personalized Product Email your company information to jared@irahelp.com |
50 100 250 500 1000 |
for for for for for |
$225.00 $440.00 $1060.00 $2035.00 $3960.00 |
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Roth Conversion Pamphlet Pack
Distinguish yourself from other advisors with personalized, informative pamphlets! These classy and educational pamphlets can be kept in your office or distributed to your clients or prospects. Personalize the back page with your contact information. Personalized Product Email your company information to jared@irahelp.com |
50 100 250 500 1000 |
for for for for for |
$225.00 $440.00 $1060.00 $2035.00 $3960.00 |
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Beneficiary Designation Form Pamphlet Pack
Distinguish yourself from other advisors with personalized, informative pamphlets! These classy and educational pamphlets can be kept in your office or distributed to your clients or prospects. Personalize the back page with your contact information. Personalized Product Email your company information to jared@irahelp.com |
50 100 250 500 1000 |
for for for for for |
$225.00 $440.00 $1060.00 $2035.00 $3960.00 |
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Required Minimum Distributions Pamphlet Pack
Distinguish yourself from other advisors with personalized, informative pamphlets! These classy and educational pamphlets can be kept in your office or distributed to your clients or prospects. Personalize the back page with your contact information. Personalized Product Email your company information to jared@irahelp.com |
50 100 250 500 1000 |
for for for for for |
$225.00 $440.00 $1060.00 $2035.00 $3960.00 |
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Roth IRA Pamphlet Pack
Distinguish yourself from other advisors with personalized, informative pamphlets! These classy and educational pamphlets can be kept in your office or distributed to your clients or prospects. Personalize the back page with your contact information. Personalized Product Email your company information to jared@irahelp.com |
50 100 250 500 1000 |
for for for for for |
$225.00 $440.00 $1060.00 $2035.00 $3960.00 |
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72(t) Payment Pamphlet Pack
Distinguish yourself from other advisors with personalized, informative pamphlets! These classy and educational pamphlets can be kept in your office or distributed to your clients or prospects. Personalize the back page with your contact information. Personalized Product Email your company information to jared@irahelp.com |
50 100 250 500 1000 |
for for for for for |
$225.00 $440.00 $1060.00 $2035.00 $3960.00 |
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5 Roth Recharacterization Cautions
In this 20-minute webcast, Ed Slott provides in-depth information on the traps many clients will fall into with Roth recharacterizations. America's IRA Expert goes through 5 cautions you must watch out for before going through with a Roth recharacterization. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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5 IRA Rules You Must Know
In this 20-minute webcast, Ed Slott provides in-depth information on the pivotal points that will generate NEW business right now! America's IRA Expert details 5 IRA Rules you MUST Know immediately. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Be a Super Producer
In this 1-hour webcast, Ed Slott will tell you how to bring in IRA millions RIGHT NOW and capitalize on all of the NEW tax laws, including lower income taxes for 2011 and 2012, new gift tax and generation skipping transfer tax exemptions and endless Roth IRA conversion possibilities. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Seize 2010 Golden Opportunities Before Year-End
In this 1-hour webcast, Ed Slott will tell you how to take action now to save your clients a fortune in future taxes! America's IRA Expert will detail how to get the most out of Roth Conversions and other unique planning opportunities before year-end. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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15 Roth IRA Conversion Traps!
In this 1-hour webcast, Ed Slott will tell you how to profit from the NEW IRA tax rules, pinpoint little-known Roth Conversion traps other advisors don't ask about, and stay one step ahead of competitors and attract new business! |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Win Big In ANY Crisis! Make These Turbulent Times Your Greatest Opportunity
You can Win Big in ANY Crisis with the information in Ed Slott’s 1-Hour Webcast. In this webcast, Ed Slott shows you how to go on the offensive, ask the right questions, create conversations that make you stand out, get remembered and bring in new business, even from existing clients. The webcast includes information on NEW 2010 Roth Conversions. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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The Largest IRA Rollovers are EVERYWHERE! Turn This Unprecedented Opportunity Into New Business for You!
The Largest IRA Rollovers Are EVERYWHERE! In this 1-hour webcast, Ed will talk about the key technical information and tips that will help you capture a piece of the new IRA rollover business before it dries out. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Actions That Unlock Million Dollar IRAs!
In this 1-hour webcast, Ed will detail what you should say and do immediately to attract new clients, generate referrals, ask the correct questions and convince $1 million IRA owners to move their money to YOU! |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Increase Your Income Right Now! Great Planning Opportunities Using the new IRA rules
In this 1-hour teleconference, Ed will show you how to use the newly released IRA Rules to get noticed by new clients, generate referrals, ask the right questions and ultimately increase your overall income – Right Now! |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Turn Other Advisors' IRA Disasters Into a Goldmine of New IRA Business For You!
In this 1-hour teleconference, Ed will teach you how to outsmart and outsell your competition! Why learn the hard way from your own mistakes when you can learn from other advisors' mistakes? Ed will show you how to use other financial advisors' IRA disasters to your advantage to help grow your business and boost your bottom line. |
$19.95 |
*Refunds are decided on a case-by-case basis.
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Ed Slott and Company Gift Cards
Give the gift that keeps on giving – IRA education! Ed Slott and Company gift cards can be used toward any of our products, programs and membership into Ed Slott’s Elite IRA Advisor Group™. Gift Cards will print after checkout. |
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NEW! UPDATED EDITION! The Retirement Savings Time Bomb...and How to Defuse It Amazon Barnes & Noble IndieBound BULK SALES DISCOUNTS |
NOW ON SALE Stay Rich for Life Amazon |
NEW! UPDATED EDITION! Parlay Your IRA Into A Family Fortune Amazon |
Your Complete Retirement Planning Road Map Amazon |
2-Day IRA Workshop, Instant IRA Success
CLICK HERE FOR MORE INFORMATION |
Ed Slott and Company's Instant IRA Success eSeminar Series
CLICK HERE FOR MORE INFORMATION |
IRA Advisor Newsletter
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100 Merrick Road Suite 200E Rockville Centre New York 11570
800.663.1340 toll-free 516.536.8282 telephone 516.536.8852 facsmile support@irahelp.com email