White Papers

1) Calculating your RMD in 5 easy steps

2) Beneficiary Check List

3) Planning for Multiple Beneficiaries

4) Avoiding Mistakes in a Divorce in 5 easy steps

5) Fixing a Missed RMD in 5 Easy Steps

6) To Convert or NOT To Convert in 5 Easy Steps

7) Using IRAs to Help Children in 5 Easy Steps

8) Navigating Qualified Charitable Distributions in 5 Easy Steps

9) Using a Tax Refund to Fund an IRA in 5 Easy Steps

10) Planning for Health Savings Account (HSA) Distributions in 5 Easy Steps

Comprehensive Planning Strategies & Prosperity Capital Advisors is not affiliated with Ed Slott & Company.