The majority of assets today are held in qualified IRA and Retirement Plan accounts. With the passing of the Secure Act and Secure Act 2.0, the rules surrounding qualified accounts and retirement plans have become more and more complex.
Members of Ed Slott’s Master Elite IRA Advisor Group train with Ed Slott and Company on a continuous basis to keep ahead of the constantly changing and complex rules pertaining to qualified retirement accounts.
The group encompasses approximately 500+ financial advisors, CPAs, and estate planning attorneys who are committed to continuous education, collaboration with other experts and focused on retirement distribution planning.
As a member Janet:
- Attends Semiannual IRA educational workshops and is required to pass an exam after each.
- Has instant access to a wealth of resources pertaining to qualified accounts
- Immediately updates via email, webcasts and videos on the immediate changes to IRA tax laws
- Has 24/7 access to experts at Ed Slott to consult on complex cases.
- Has access to a network of top financial advisors in the country.
