The Roth IRA 5-year rules. The Department of Labor’s recent guidance on how to treat same-sex marriage for employer retirement plans. Ways you could STILL be paying for a 2010 Roth IRA conversion.
Last week, America’s IRA Experts descended on San Diego, California for our 2-Day IRA Workshop, Instant IRA Success. While we were in San Diego, we took the time to record some interactive, informational roundtables from the 30th floor overlooking the bay at the beautiful Grand Manchester Hyatt.
Below are 3 videos with our IRA Technical Experts and Slott Report staff writers. Enjoy this look at just a touch of the information covered over 2 days in San Diego. And if you are looking to gain a step on the competition and take your education to the next level, join us for our next 2-Day IRA Workshop in New Orleans on January 30-31, 2014.
And make sure to enter the Optional Registration Code “EARLY BIRD” to Save $500 off the full price.
SAME-SEX MARRIAGE AND RETIREMENT PLANS
ROTH IRA 5-YEAR RULES: WHEN CAN I TAKE A DISTRIBUTION?
2010 ROTH IRA CONVERSION: WAYS YOU COULD STILL BE PAYING
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.
