E-Guides and White Papers

Heather Schreiber’s Social Security Advisor is the go-to “all things Social Security” monthly newsletter and reference tool for financial professionals. Become a subscriber for $125 annually.

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.