Slott Report Blog Party: Join Us to Celebrate Retirement Planning Education!

Tuesday, August 14, 2012

Welcome! Ed Slott and Company believes retirement planning education is worth celebrating, so we are putting on our party hats, lighting the candles and spending the day educating YOU – offering discounted books and a free download and holding live chats so you can have a better perspective on retirement planning from various points of view.

Below you will find a schedule of events, and further down the page links to some of our most read articles and important IRS publications, as well as chats held throughout the day.  Think of this page as Mission Control for today’s events.  If you have any questions, email [email protected].

Enjoy the party!

FREE White Paper Download

Ed Slott and Company’s 5 Easy Steps White Papers break down complicated retirement and tax planning processes into 5 Easy Steps.  As a free gift, we are giving you a downloadable white paper, To Convert or Not to Convert.  These white papers are great conversation starters with clients.

Here is your free gift from us! CLICK here to download a free white paper 
Want to purchase additional white papers? CLICK HERE to visit our online store
 

Important IRS Publications
IRS Publication 3125 The IRS Does NOT Approve IRA Investments
IRS Publication 560 Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans)
IRS Publication 575 Pension and Annuity Income (Including Simplified General Rule)
IRS Publication 590 Individual Retirement Arrangements (IRAs)

*For publications prior to the years listed above, please visit www.IRS.gov
 

 
Must Read Articles (visit archive to view any of 700+ articles)
IRAs are NOT Transferable During Your Lifetime CLICK HERE to read
What Supreme Court Ruling on Health Care Taxes Means For You CLICK HERE to read
Do You Need a Will? CLICK HERE to read
One IRA Rollover Per Year Per Account CLICK HERE to read
Things You Can’t Do With Your Retirement Account CLICK HERE to read
Minor Beneficiaries Q and A CLICK HERE to read

*Browse www.IRAhelp.com/slottreport for access to all articles

CHAT WITH REPORTER ANDREA COOMBES: ARCHIVED

CHAT ON SOCIAL MEDIA IN RETIREMENT PLANNING: ARCHIVED

CHAT WITH JEFFREY LEVINE: ARCHIVED

ED SLOTT’S VIDEO ON INHERITED IRA MISTAKES

INSTANT IRA SUCCESS SWEEPSTAKES WINNERS
3rd Place Winners (FREE white paper):
Linda Pezzullo
Dennis Clifford
Bert Goldberg
Kurt Miller
Kathy McHenry
Tom Naylor
Pamela Nalley
Bob Willis
Kirk Dawson
Tim Estes
Brij Mohan
Jean Gannett
Evan Oliver
John McAulay
Fred Hughes
Paul Moffat
WA Kaplan
Tim Jansen
Mark Dougal
Ken Schrauben

2nd Place Winners ($400 voucher good on any Ed Slott and Company products or workshops)
Nghi Ho
Mike Sloan
Jane Ulaki
Richard Shively
Kathryn Thome

1st Place Winners ($600 voucher good on any Ed Slott and Company products or workshops)
Michael Miraftab
Leon LaBrecque
Andrew Rogers

Grand Prize WINNER! (FREE tuition to Ed Slott’s 2-Day IRA Workshop in Las Vegas)
Greg Lessard
  
THANKS FOR ENTERING! ALL WINNERS WILL BE CONTACTED VIA EMAIL 

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Please contact Matt Smith at [email protected] or (516) 536-8282 with any questions.