Gary attends Ed Slott IRA TrainingSubmitted by Madison Planning Group on November 3rd, 2016
Gary Schwartz completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Kansas City, Missouri October 26-28, 2017. The workshop, which was attended by members of Ed Slott’s Master Elite IRA Advisor GroupSM, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, including a special focus on Roth IRA planning, as the 20th anniversary of the Roth IRA is January 1, 2018.
“Roth IRAs were first introduced in 1998, and after spending the last 20 years of my career educating both financial professionals and consumers on retirement account planning strategies, I can say that many Americans are just as confused about the rules surrounding Roth IRAs as they were 20 years ago,” said Ed Slott, CPA, founder of Ed Slott and Company and a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal. “I commend Gary, who has been associated with our advanced training program for 9 years, for staying current with his retirement planning education so that he can best serve his clients. With this ongoing training, Gary can confidently answer his clients’ toughest Roth IRA questions and provide them with knowledgeable advice and insight.”
Highlights from this event included: an in-depth look at Net Unrealized Appreciation (NUA) planning and strategies, a review of the once-per-year IRA rollover rule, planning strategies for non-spouse beneficiaries, tax reduction strategies and planning for state estate taxes, legacy planning strategies and an examination of at the latest IRA case studies and rulings, as well as a special session dedicated to the upcoming 20th anniversary of the Roth IRA. The session detailed the history of the Roth IRA and included frequently asked questions about this type of retirement account.
Training was provided by Ed Slott and Company’s team of retirement experts, including Ed Slott, CPA; Beverly DeVeny and Sarah Brenner, JD. Ed Slott and Company and many of the advisors in Ed Slott’s Master Elite IRA Advisor GroupSM are the go-to resources for attorneys, CPAs and other financial advisors because of their in-depth knowledge and expertise in all areas of retirement account planning.
Ed Slott’s Master Elite IRA Advisor GroupSM is Ed Slott and Company’s most prestigious level of training. The membership includes year-round access to Ed Slott and Company’s team of retirement experts for consultation on advanced planning topics, as well as step-by-step processes such as the Complete IRA Care Solution™ 30-module planning guide. Members also have access to proprietary worksheets and pamphlets, including The Definitive Guide to Required Minimum Distributions for Baby Boomers, that they can use when working with clients.
“With the 20th anniversary of the Roth IRA approaching, now is a great time to ensure that my clients and community are aware of all of their retirement planning options. Deciding whether to use a Roth IRA can be confusing, so education is key,” said Gary. “This training provides me with the latest information on ways to address complicated Roth IRA planning scenarios and, should I encounter an unusual question or situation, I have a team of retirement experts available at Ed Slott and Company to assist.”
“Congress has changed several laws and made multiple provisions to help improve Roth IRAs over the last 20 years. These constant changes not only leave Americans confused about their retirement planning options, they also leave many financial professionals unaware that their Roth IRA knowledge is outdated,” said Slott. “Advisors who are not trained in the intricacies of advanced retirement planning may not understand whether a traditional or a Roth IRA is the best fit for their client, and they are therefore unable to create a financial plan that mitigates taxes and protects the client’s nest egg. Advisors who receive ongoing education from Ed Slott and Company have the knowledge, ability and resources to provide their clients with up-to-date advice that is in their best interest.”
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author and professional speaker. He has hosted several public television specials, including “Ed Slott’s Retirement Road Map!” Visit irahelp.com for more information.