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    Ed Slott’s IRA Corner


    With new tax laws, important IRS rulings and an ever-changing financial climate, it is more important than ever for advisors to continually invest in their education.

    Carol Schmidlin has been a member of Ed Slott’s Master Elite IRA Advisor Group℠ for 10 years. She continuously trains with Ed Slott and Company, America’s IRA Experts, on in-depth technical training on advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax reduction methods for retirees as they transition into the distribution phase of retirement. Members of Ed Slott’s Elite IRA Advisor Group℠ are dedicated to being leaders in the retirement industry and protecting their clients’ families’ futures.

    Contact us at contactus@franklinplanning.com or call us at 856-401-1101 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    ira The Slott Report provides information on daily retirement planning and IRA and tax information for consumers from Ed Slott and Company, America’s IRA Experts. Click here to view The Slott Report.

    Access Your IRA Master Elite Whitepapers

    • Avoiding the 10 Percent Penalty in 5 Easy Steps
    • Determining the Tax on a Roth Distribution in 5 Easy Steps
    • To Convert or Not to Convert in 5 Easy Steps
    • Calculating Your RMD in 5 Easy Steps
    • Fixing a Missed RMD in 5 Easy Steps
  • Important Charts

    2018 Health Savings Account (HSA)

    2018 Retirement Plan Contribution Limits

    2018 Tax Planning

    2018 Tax Planning for Investment Income

    Naming a Trust as the IRA Beneficiary