In her leadership role with Financial Cornerstone Group (FCG), Beth Courtney believes it is very important that she and her team stay on the cutting edge of information and education to best serve all FCG clients. In keeping with that mission, Beth is a member of Ed Slott’s Elite IRA Advisor Group™ - an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott’s Elite IRA Advisor Group™ as a single resource for serious professionals. Ed Slott’s Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients in the areas of taxes, IRAs and estate planning. We believe these helpful resources are both relevant and timely and will better equip you to make informed decisions on diverse financial topics.
When recharacterizing (undoing) a Roth/IRA contribution, take these 5 steps as a guide.
Don't miss important beneficiary designations/updates with this handy checklist.
Recharacterizing an IRA/Roth Contribution in 5 Easy Steps
Avoiding 60-Day Rollover Mistakes
Using IRAs to Help Children
Top 10 Rollover Mistakes
Choosing the Right Tax Professional
Navigating Health Care Taxes
Determining Tax on Roth IRA Distributions
Roth: To Convert or Not to Convert
Roth Conversions - Why the Opportunity Cost Argument is Invalid
Contributing to an HSA
Using a Tax Refund to Fund an IRA
Beneficiary Form Checklist
Examining Qualified Longevity Annuity Contracts in 5 Easy Steps
Leaving a Legacy: Life Insurance vs. Roth IRAs
Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps
Avoiding Mistakes in Divorce in 5 Easy Steps
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” [www.irahelp.com]