Whitepapers

Please select any whitepaper you would like us to send to you:

• Navigating Qualified Charitable Distributions in 5 Easy Steps

• Life Insurance vs. ROTH IRAs - Leaving a Legacy: 3 Differences Between Life Insurance and ROTH IRAs

• 4 Requirements of a See-Through Trust

• Using IRAs to Help Children in 5 Easy Steps

• Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps

• Determining Tax on Roth IRA Distributions in 5 Easy Steps

• Choosing the Right Financial Advisor in 5 Easy Steps

• Calculating the Pro-Rata Rule in 5 Easy Steps

• Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

• Avoiding Mistakes in a Divorce in 5 Easy Steps

• Avoiding 60-Day Rollover Mistakes in 5 Easy Steps

• Avoiding the 10% Penalty in 5 Easy Steps

• Ed Slott’s Top 10 IRA Rollover Mistakes

• Calculating NUA in 5 Easy Steps