E-Guides and White Papers

Ed Slott’s IRA Advisor is the go-to “all things IRA” monthly newsletter and reference tool for professionals. Become a subscriber for $125 annually.

This sophisticated, four-page newsletter is available on a quarterly basis to send out to your clients. The in-depth cover article, co-authored by Ed Slott, delivers the latest and most useful information on IRA strategies. Readers will benefit from learning about ever-changing and complex IRA rules and regulations, with a special emphasis on avoiding excessive taxes and/or penalties that could consume their life savings. Other complementary articles focus on retirement planning, withdrawal strategies, Social Security and Medicare, current economic trends, and estate conservation. Sold through Emerald Connect.

UPDATED FOR 2018! The Definitive Guide to Required Minimum Distributions for Baby Boomers is your authority on the foundational principles and detailed strategies that will allow you to answer key questions and position yourself as an expert with Boomers as they begin to take RMDs.