Educational Resources

from Slott Corner

Ed Slott’s Elite IRA Advisor GroupSM gives us the ability to pass on elite educational resources to our clients. Take a look a the white papers and charts listed below to learn more about your potential risks and rewards in retirement planning.

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5 Easy Steps to Guide You

Determining Tax on Roth IRA Distributions

Roth IRA distrubitions can consist of three things: contributions, converted funds, and earnings. It can also consist of any combination of the three. Learn how to determine tax on Roth IRA distributions in 5 easy steps. 

Contributing to a Health Savings Account (HSA)

A Health Savings Account (HSA) is a tax-advantaged medical savings account that can be used to pay for qualified medical expenses tax-free. There are advantages to using them. Learn how to contribute to an HSA in 5 steps.

Choosing the Right Financial Advisor

Our financial landscape is extremely complex and hard to navigate. Between retirement accounts, investments, and savings, it can be hard to know how to stay on top of it all. Learn how to choose the right financial advisor in 5 steps.

Calculating Your RMD

A Required Minimum Distribution is the minimum amount o that must be withdrawn from your retirement account yearly. Learn more about RMDs and how to calculate your RMD in 5 easy steps.

Calculating the Pro-Rata Rule

The pro-rata rule is the formula used to figure out how much of a distribution is taxable when an account owner holds both after and pre-tax dollars in an IRA. Learn how how to calculate the pro-rata rule in 5 easy steps.

Examining Qualifying Longevity Annuity Contracts

What is a Qualifying Longevity Annuity Contract (QLAC) and how does it affect your retirement? Learn how to examine QLACs in five easy steps.

Planning Charts

Tax Planning Chart
Plan limits chart
2022 Blue Nest Invest Income Tax Chart

IRA Planning Resources

Recharacterizing an IRA/Roth Contribution

Recharacterizing an IRA contribution means to “undo” do it and treat an IRA contribution as if it was a Roth contribution (or the other way around). Read the 5 easy steps for recharacterization.

Protecting an IRA from Prohibited Transactions

With an IRA, there are some transactions that are prohibited and they will probably be news to you. Learn what prohibited transactions really means and what to look for.

Planning for Health Savings Account (HSA) Distributions

Planning your HSA distributions means you should consider withdrawal rules for HSAs. Learn more about planning for your HSA distributions.

Fixing a Missed RMD

What do you do if you miss a Required Minimum Distribution (RMD)? Learn what a missed RMD really means, what constitutes a missed RMD, and what IRA owners can do to fix it if they ever find themselves in that situation.

Planning for Beneficiaries

Avoid Spousal Beneficiary Mistakes

When it comes to beneficiaries and retirement funds, it’s important to get clarity on how to avoid costly mistakes. Learn how to avoid spousal beneficiary mistakes in 5 easy steps.

Avoiding Non-Spouse Beneficiary Mistakes

When it comes to beneficiaries of retirement funds, spouses aren’t the only ones who can be a beneficiary of funds. Learn how to avoid non-soouse beneficiary mistakes in 5 easy steps.

Avoiding Charitable IRA Beneficiary Mistakes

The beneficiary of your IRA doesn’t have to be a person – it can be a charity, but there are some areas that could cause costly mistakes. Learn how to avoid charitable IRA beneficiary mistakes in 5 easy steps.

Planning for Multiple Beneficiaries

It’s plausible that there may be multiple beneficiaries of IRA funds but how do you plan accordingly for it? Learn how to plan for multiple beneficiaries in 5 easy steps.


IRA Mistakes to Avoid

Avoiding Mistakes in a Divorce

Avoiding 72(t) Mistakes

Avoiding 60-Day Rollover Mistakes

Top 10 IRA Rollover Mistakes

Diving Into IRA Accounts

Gain a greater understanding of what goes into IRA accounts and how you can use IRA accounts in other situations by reading the guides below.

Using IRAs to Help Children

Using a Tax Refund to Fund an IRA

To Convert or NOT to Convert

Planning for a Disclaimer

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