Jim Sloan & Associates

Free Books

The following two books are available free of charge to those that meet all three conditions: 1) must be at least age 55 or better 2) must have a minimum of $250,000 investments
3) must pay $5.15 postage for each book ordered (will be mailed Priority USPS to the continental U.S. address you provide). Make check payable to Jim Sloan & Associates and in memo section, write book postage. Mail check and book title/s requests to: Jim Sloan & Associates 5615 Kirby Drive, Suite 820, Houston, TX 77005.

Your book(s) will ship within 24 hours after receipt of your check and request.

Table of Contents

Properly time distributions and avoid huge penalties
Should you name a trust as your IRA beneficiary?
Who should and shouldn’t inherit your IRA
Don’t miss this large tax deduction
How to protect and leverage your IRA values
Common mistakes when setting up a “Stretch IRA”
Does a Roth conversion make sense for you?
9 vital questions you should ask your custodian
Prohibited IRA transactions and investments
Plan for the distribution of your retirement accounts

Table of Contents

Know the optimal age to begin Social Security benefits
Know the investments you own
Creating a lifetime paycheck
Have a plan when your health fails
Avoid these two potentially costly IRA mistakes
Get a basic estate plan in order
Know the difference between a broker and an advisor

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor