5 Easy Steps - Tax Planning Package | Ed Slott and Company, LLC

5 Easy Steps - Tax Planning Package

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This Package will be available in the "Files" tab of your IRAHelp.com account upon order completion.

This package includes the following single-page white papers:

  • To Convert or Not to Convert
  • Determining Tax on Roth Distributions
  • Planning For a Disclaimer
  • Recharacterizing an IRA/Roth IRA Contribution in 5 Easy Steps
  • Calculating NUA
  • Using a Tax Refund to Fund an IRA
  • Calculating an IRD Deduction
  • Navigating Health Care Taxes


Order with Ed Slott books or pamphlets and take advantage of free shipping on all orders over $200!


Price: $10.00


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