UPDATED FOR THE SECURE ACT 2.0!
This complete set of 28 single-page white papers breaks down essential retirement, tax and IRA planning processes.
This Package will be available in the "Files" tab of your IRAHelp.com account upon order completion.
- Calculating the Pro-Rata Rule
- Calculating Your Required Minimum Distribution
- Planning for Multiple Beneficiaries
- Fixing a Missed Required Minimum Distribution
- Avoiding Charitable IRA 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
- 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
- Avoiding Non-Spouse Beneficiary Mistakes
- Fixing Missed 60-Day Rollover Deadlines with Self-Certification
- Navigating Qualified Charitable Distributions
- Planning for Health Savings Account Distributions
5 additional FREE
- Choosing the Right Tax Professional
- Choosing the Right Financial Advisor
- Examining Qualifying Longevity Annuity Contracts
- Helping Children with IRAs
- Contributing to a Health Savings Account
Order with Ed Slott's books and take advantage of free shipping on all orders over $200!