Ed Slott IRA Resources

5-Easy Steps White Papers Available Upon Request

Using IRAs to
Help Children
in 5 Easy Steps

Fixing a Missed
RMD in
5 Easy Steps

Navigating Health Care Taxes in 5 Easy Steps

Navigating Qualified
Charitable Distributions
in 5 Easy Steps

Avoiding Spousal
Beneficiary Mistakes
in 5 Easy Steps

Calculating the Pro-Rata Rule in 5 Easy Steps

To Convert or Not to Convert to a Roth IRA
in 5 Easy Steps

Avoiding Non-Spouse Beneficiary Mistakes
in 5 Easy Steps

CHARTS AVAILABLE FOR DOWNLOAD