Investment Help

If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.

Monday, December 13, 2010

A Few Minutes Can be Worth Big Bucks

Ed Slott is the #1 expert on IRAs. He is on public television whenever they are in their fund-raising period and has written several excellent books on retirement issues of interest to DIY Investors. If you know someone who has just turned 70, inherited an IRA, is trying to lower the value of their estate, or even wondering about their beneficiary designations, this year-end check list is valuable.

I suggest that, if some of these issues are applicable, you may want to consult a professional. For example, retitling an inherited IRA is tricky and even many bankers get it wrong and, thereby, end up generating a big tax bill.

Ed Slott Year End Checklist

Disclosure: I am not associated with Ed Slott and receive no compensation for any recommendations on this page. Post is solely for informational purposes.

1 comment:

  1. Good stuff to know. I've watched several Ed Slott specials on PBS.