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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 |
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:
- 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information in them; these are not outdated back issues,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.
- The remaining
physical issues mailed to you for 2002
(August through December)
- 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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Fax to 516-536-8852 |