We are proud to be members of Ed Slott's Elite IRA Advisor Group.
"Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies." -- Ed Slott
Below we are sharing with you a wealth of resources available to us as members of Ed Slott’s Elite IRA Advisor Group, including various Tax Planning Charts for easy referencing. We are also sharing our own custom-designed modules - diagnostic checklists that professionals and consumers can use to ensure their or their clients' IRAs are set up and maintained correctly.
Copyright 2022, Ed Slott and Company LLC, Reprinted with permission. Ed Slott and Company, LLC takes no responsibility for the accuracy of this information.
For more information, or if you have any questions, please schedule a call on our calendar today!
SECURE ACT BENEFICIARY REVIEW CHECKLIST
Review your beneficiaries post the SECURE Act. Many have found themselves unaware and unprepared for how the changes will impact your beneficiaries. Complete a beneficiary review post SECURE Act to keep more of your money going to your loved ones instead of Uncle Sam.
Updated 2021 Beneficiary Chart for those Inheriting 2019 or Earlier
Various rules and distribution regulations for those who inherit IRA 2019 or earlier.