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Financial Adviser Providing Full Service Fee-Based Planning

Financial Adviser Providing Full Service Fee-Based PlanningFinancial Adviser Providing Full Service Fee-Based Planning

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

January 2020 - The SECURE Act Becomes Law


February 2020 - SECURE Act: Ch-Ch-Ch-Ch-Changes!

Turn and Face the Strange


March 2020 - The Age 70½ Conundrum Lives On


April 2020 - Government Responds to COVID-19


May 2020 - CARES Act Relief for Retirement Account

Withdrawals and Plan Loans


June 2020 - Marriage Has Its Benefits

When It Comes to IRAs


July 2020 - IRS Announces BLANKET Relief

for Unwanted 2020 RMD's


August 2020 - Bankruptcy and Lawsuits:

Are Your Retirement Assets Protected?


September 2020 - Combining NUA with CRD, Leaving employment with unpaid loan, Roth Conversions and MORE!


October 2020 - Retirement account deadlines, IRS issues Secure Act Guidance, Life Insurance & MORE!



November 2020 - Access to the most popular IRS tax forms, Navigating 72t payments & Retirement Tax Breaks for the Military & more...


December 2020 - Three Years, Three Rules - the NEW RMD requirements,  State tax implications of Roth Conversions PLUS Index to all 2020 publications


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2021 NEWSLETTERS 


January 2020 - Top IRA Rulings for 2021 / Summary of Key Rulings / 

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.

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