Resources
Questions to Ask Your Financial Advisor
1
I know this area requires specialized knowledge in IRA distribution planning. Do you have expertise in this area? How would I know that?
2
What books have you read on the topic? Look at the books. If they crack when you open them...run. It’s the first time the book has been opened.
3
What professional training do you take in IRA distribution planning? What courses or programs have you taken? Can you show me the last course manual you received?
4
How do you stay current on key IRA tax laws What services or resources do you rely on to stay up to date? Can you show me a sample?
5
What is the latest IRA tax rule you are aware of? When did it occur?
6
How do you determine the best option for my lump sum distribution? What are all of my choices?
7
How would you keep track of my IRA beneficiary form? When should I update my IRA beneficiary form? What are the key events that would trigger a need for a review?
8
Can you show me the IRS life expectancy tables?
9
Do you know what will happen to my IRA after I die? How will you make sure that my beneficiary will get the stretch IRA?
10
Who do YOU turn to when you have questions on IRA distribution planning? No one can know it all.
. . .
Excerpt from Public Television show:
"Stay Rich Forever & Ever With Ed Slott" DVD and Retirement Workbook
Copyright Stay Rich Enterprises, LLC.
Additional Resources
Listed below are links to websites that may be of interest to you. Feel free to visit these websites.
- Click Here for a list of charities eligible for tax-exempt status by the IRS.
- Free Credit Score - Credit Karma gives you access to your Credit Scores, No Fees, No Trials, and No Credit Card required.
- Free Credit Report - Get your annual free credit report from Experian, Equifax, and TransUnion today.
- Budgeting Guide - Use this worksheet to see how much money you spend this month. Then, use this month’s information to help you plan next month’s budget.
- Auto Lease/Buy Calculator - A big decision is whether to buy or lease a car. Use this calculator to find out which is best for you.
- Ed Slott and Company - Ed Slott’s website for the most up-to-minute IRA advice.
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.
Got Questions? Ask Michael!
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