LOOKING FOR A GUEST EXPERTS, COMMENTATORS OR WRITERS
FOR ADVANCED RETIREMENT PLANNING TOPICS?
CALL ON AMERICA’S IRA EXPERTS
National and industry media outlets regularly rely on Ed Slott and Company to provide clear, concise insights on advanced IRA, retirement and estate planning topics. Named “The Best Source for IRA Advice” by The Wall Street Journal, the following are just a few of the key areas of expertise we are available to provide expertise:
- BREAKING NEWS RELATED TO TAX LAW CHANGES AND RETIREMENT ACCOUNTS
As it relates to IRAs, Roth IRAs, 401(k)s, 403(b)s, Roth 403(bs), 457 plans, Roth 457 Plans, SEP-IRAs, SIMPLE IRAs, Keogh and Corporate Pensions and more.
- GROWING WEALTH FOR RETIREMENT
As it relates to tax planning and reduction, creating savings blueprints, compounding interest, spousal IRAs, supplemental retirement savings strategies, catch-up provisions, account preservation and more.
- RETIREMENT ACCOUNT DISTRIBUTION
As it relates to U.S. tax code, rollovers, Roth conversions, required minimum distributions, borrowing from retirement accounts, avoiding penalties and fees, lump-sum distributions, creating a tax-free income stream, spousal benefits, same-sex marriages and more.
- ESTATE PLANNING AND LEAVING A LEGACY
As it relates to charitable IRAs, IRA trusts, inherited IRAs, generational IRAs, stretch IRAs, beneficiary designations, updating accounts after life-changing events, tax-exempt inheritances, strategic retirement plans, IRA trusts, life insurance and more.
Have questions about Ed Slott and Company and how we can be of help?
Contact us at [email protected] or call (800) 663-1340 today.
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"Ed Slott is my go-to resource on the nuances of tax and retirement planning. His non-nonsense style makes the dizzying changes in the rules and laws surrounding these often confusing topics understandable and more importantly, actionable."
Jill Schlesinger, CFP®
CBS News Business Analyst
Author of The Dumb Things Smart People Do with Their Money
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