Welcome to the portal to access Ed Slott's monthly newsletters
Ed Slott is a financial expert in the United States. He is an author and public speaker providing training in IRAs and retirement distribution planning. He has been a collaborative creator of three nationally-aired Public Television Specials and is a practicing CPA based in Rockville Centre, New York
Click on any file link to download the complete newsletter
________________________________________________________________________________________________________
2021 NEWSLETTERS
January - TOP IRA Rulings of 2020, Summary of Secure Act, IRS /Court Cases and PLR's
February - Coronavirus Related Distributions (CRD), Form 1099
March - Interpreting the Secure Act, So What About the Stretch IRA?,
April - Maximize IRA Contributions by Avoiding These 6 Common Misconceptions, ROTH Conversions
May - Secure Act's 10 year Rule Confusion, Year of death on RMD's
June - IRS targets solo 401k plans, the impact of the Pro-Rata Rule, Long term LTC planning with IRA's
________________________________________________________________________________________________________
2020 NEWSLETTERS
January 2020 - Top IRA Rulings for 2021 / Summary of Key Rulings /
January 2020 - The SECURE Act Becomes Law
February 2020 - SECURE Act: Ch-Ch-Ch-Ch-Changes!
March 2020 - The Age 70½ Conundrum Lives On
April 2020 - Government Responds to COVID-19
May 2020 - CARES Act Relief for Retirement Account
June 2020 - Marriage Has Its Benefits
July 2020 - IRS Announces BLANKET Relief
August 2020 - Bankruptcy and Lawsuits:
Are Your Retirement Assets Protected?
October 2020 - Retirement account deadlines, IRS issues Secure Act Guidance, Life Insurance & MORE!
Files coming soon.
All written content on this site is for information purposes only. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Advisory services are offered through Pinnacle Investment Advisors, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Neither Pinnacle Investment Advisors, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
Pinnacle Investment Advisors, LLC 21 Robin Hood Lane Troy, Ohio 45373
Copyright © Pinnacle Investment Advisors, LLC All Rights Reserved
Powered by Website Builder
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.