Ed Slott's IRA Advisor Newsletter

ED SLOTT ON CD!
-- 2 PROGRAMS NOW AVAILABLE --

Order Ed Slott's Live IRA Practice Building Teleconferences on CD!
ORDER HERE

Learn more about each CD. CD #1, CD #2

For Financial Advisors -- Ed Slott’s IRA Advisor Presents . . .
"Ed Slott’s IRA Practice-Building Teleconferences For Financial Advisors"

Recorded Live!
Everyone will receive an audio CD and a transcript of the teleconference.
Order the CD & Transcript Today!

Order NOW and Get a Competitive Edge!
To Order: Call 1-800-663-1340
Fee: $89.00, each

You will receive a transcript of the live call by email and the CD will be mailed out to you as soon as your order is processed.

CD # 1 - Naming IRA Beneficiaries . . . only $89.00 ORDER HERE
Who should your client name as their IRA beneficiary?

This is one of the most common questions I receive from financial advisors. On this teleconference you’ll learn how to answer that question the right way every time. You’ll also learn how to use the IRA Beneficiary question as a powerful sales tool. This is the key to attracting and retaining large IRAs.

2004 brought major changes in the estate tax area that will affect your clients with large IRAs. Learn how to save them a fortune in estate and income taxes by setting up IRA beneficiaries the right way.

Get the edge on breaking IRA info. Also included in this teleconference:

The Latest IRA Developments
(6 new IRA Private Letter Rulings already released by IRS in January 2004) Do you know how they will affect your IRA clients?

3 Things - Practice Building Action Steps
This IRA Practice Building Teleconference series is designed so you not only learn the latest IRA information, but you’ll learn how to implement it instantly to get immediate results. At the end of each call we will wrap up with "3 Things." These are 3 action steps you can take the minute the program ends to increase your income.

There is a time set aside during each 1-hour teleconference where Ed answers your IRA client questions.

To Order: Call 1-800-663-1340 or CLICK HERE
Receive an audio CD and an emailed transcript of the teleconference.

CD # 2 - Naming Trusts as IRA Beneficiaries . . . only $89.00 ORDER HERE

New IRA Trust Rulings

Many IRA Trusts May Have To Be Redone

IRA Trust Tax Strategies

How To Identify Defective IRA Trusts
4 Actual IRA Trust War Stories – Don’t let this happen to you!

3 Things - Practice Building Action Steps
This IRA Practice Building Teleconference series is designed so you not only learn the latest IRA information, but you’ll learn how to implement it instantly to get immediate results. At the end of each call we will wrap up with "3 Things." These are 3 action steps you can take the minute the program ends to increase your income.

To Order: Call 1-800-663-1340 or CLICK HERE
Receive an audio CD and an emailed transcript of the teleconference.


	Ed Slott's IRA Advisor, Tax & Estate Planning For Your Retirement Savings


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