What is a Member of Ed Slott’s Elite IRA Advisor Group℠?

Members of Ed Slott’s Elite IRA Advisor GroupSM receive ongoing education and guidance from Ed Slott and his team of IRA specialists. These advisors undergo routine background screenings, fulfill required training standards, participate in semiannual workshops and webinars, and successfully complete mandatory examinations. They stay up to date on tax law changes and retirement planning developments through timely notifications and continuing education, helping clients protect their retirement assets from avoidable taxes and unnecessary costs. In addition, members have direct access to America’s IRA Experts for assistance with complex retirement planning questions and specialized client needs.

Working with an Ed Slott Trained Advisor

If your advisor doesn’t know how to ask the right questions, is not aware of changes to the ever-evolving tax code, or has not been trained on high-level retirement planning strategies, your hard-earned money is at risk to being lost to taxes, fees, or penalties.

Ed Slott and Company delivers industry-leading IRA education and analysis to advisors, financial institutions, consumers, and media throughout the country.

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. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.

Avoid IRA Tax Traps | Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap

Think your IRA is all yours? Think again. It’s actually a joint account with Uncle Sam—and one wrong move could cost you thousands in unnecessary taxes. Ed Slott and Company, America’s IRA Experts, break down the biggest retirement tax mistakes and how to avoid them.