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Retirement Distribution Planning Resources

IRA Time Bomb

The Retirement Savings Time Bomb...and How to Defuse It
A Five-Step Action Plan for Protecting Your IRAs and Other Retirement Plans from Near-Annihilation by the Taxman

The practical bible of IRA Distributions Planning. An essential book for Financial advisors, CPAs and Estate Planning Attorneys and easily read by non-professionals.

Click here to order


Life and Death Planning for Retirement Benefits is the Bible on this subject by Natalie Choate, JD

This is a technical book written for attorneys with lots of sitings to the tax code, Treasury regulations and Private letter rulings.

Click here to order


401k withdrawal

This IRA Distribution Advice is Worth $THOUSAND$
(But Ed Slott, CPA, virtually gives it away for $120)


I've been a subscriber to Ed Slott's IRA Advisor newsletter for 2 years. It is one of the finest publications for financial advisors—the perfect balance of :

  • Technical information
  • Plainly presented so that you can understand it
  • With enough "marketing" angle so that you can use it

I have found the information so useful, I would gladly pay $50 per issue but here's the insane deal that we've wrangled from Ed Slott, CPA:

Subscribe for one year at $120 and he will give you:

  1. On CD, all of the 2001 issues and 2002 issues up through July 2002. These previous editions of the newsletter have current information in them; these are not outdated back issues, but issues with information that apply currently. And the CD is electronically searchable on your PC so that if you seek information on a particular topic, you can find it in seconds.
  2. The remaining physical issues mailed to you for 2002 (August through December)
  3. All 12 issues mailed to you for 2003

That's 19 issues on CD plus 15 printed issues for the price of one year's subscription! I think Ed was on medication when I made this deal with him!
This deal is like having a CPA's IRA library at your fingertips...

By subscribing to Ed's newsletter, you will not only be able to win dozens of investment accounts form other advisors who know far less than you, but you'll know more about IRA distribution issues than most CPAs!

When speaking at a seminar or to a prospect one on one, it will be clear that you are a specialist and people want their 6-digit IRA handled by a specialist—not just any stockbroker or generalist financial planner who really doesn't know much of anything.

Subscribe Now
Fax this page to 516-536-8852


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