IRA Tune-up

As your IRA technician, Wayne uses The Complete IRA Care Solution™ developed by Ed Slott & Co. A routine tune-up provides a complete 135-point IRA check-up. See the IRA Owner's Care Solution and The IRA Beneficiary's Care Solution™ sections for exactly what a standard Tune-up includes. And, if there are items needed to bring your IRA into smooth running condition, Wayne provides a To Do list with each module so you have an action plan for success. Occasionally, an IRA raises special questions that Wayne can also address modules from The Special Issues Care Solution. Remember, there is more to managing your IRA than simply choosing the right investments!

The IRA Owner's Care Solution

1    Beneficiary Form Module
2    Custodial Form Module
3    Stretch Distributions Module
4    Estate Planning & Retirement Assets Module
5    Required Minimum Distribution (RMD) Calculations Module
6    Prohibited Transactions Module
7    Rollover/Lump Sum Distributions Module
8    Year End Checklist Module

The IRA Beneficiary's Care Solution™

9    Spouse Beneficiary Module
10    Non Spouse Beneficiaries Module
11    Separate Account Rules Module
12    Successor Beneficiaries Module
13    Tax Breaks for Beneficiaries Module

The Special Issues Care Solution

14    Charity as a Beneficiary Module
15    Contributions to Retirement Plans Module
16    Creditor Protection/Bankruptcy Module -- Not Yet Available
17    Disclaimer Module
18    Divorce Module
19    Early Distributions - 72(t) Module
20    Early Distributions - 10% Penalty Exceptions Module
21    Incapacity Module
22    International Transactions Module -- Not Yet Available
23    IRD (Income in Respect of a Decedent) Module
24    Lump Sum Distribution - NUA Module
25    Minor as a Beneficiary Module
26    Mistakes That Can Be Fixed Module
27    Non-cash IRA Distributions Module
28    Private Letter Ruling Requests Module -- Not Yet Available
29    Real Estate/Alternative Investments Module
30    Roth IRA Module
31    Schemes and Scams Module
32    Trust as a Beneficiary Module
33    Unmarried Couple Planning Module

Wayne is a member of the Ed Slott Elite IRA Advisor GroupSM. Retirement planning is complicated and you need an IRA specialist in this area.  It is a personal and situational endeavor with possible pitfalls in the way of success. If you want to work with a financial professional who invests in his education to reduce your risk and enable you to keep more of your retirement dollars for you and your family, Wayne can help you. Learn more about the Ed Slott Elite IRA Advisor GroupSM and Ed Slott.

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