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September 9, 2016

Questions to Ask

Ed Slott’s Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry.

The Ed Slott Elite Advisor designation is exclusive to a group of of 278 financial advisors out of over 300,000 financial advisors nationally. These advisors are dedicated to be leaders in the IRA industry. They are trained by Ed Slott, CPA, America’s IRA expert.

Ed Slott’s Elite IRA Advisor Group is a group of financial advisors dedicated to solving the country’s biggest and most complex financial problem – effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).

To be a member of Ed Slott’s Elite IRA Advisor Group, an advisor must meet the educational requirements and make a commitment to continue their IRA training with Ed Slott and Company. This training involves multiple live sessions as well as on-going instruction throughout the year from Ed Slott and his team of IRA Experts.

Ed Slott was called “The Best” source for IRA advice by The Wall Street Journal. Mr. Slott has created the nationally aired and #1 Public Television Fundraising Special “Stay Rich Forever & Ever with Ed Slott.” He is the author of The Retirement Savings Time Bomb…And How to Defuse It, Parlay Your IRA into a Family Fortune, and Your Complete Retirement Planning Road Map. Ed Slott’s website is visited by thousands of financial advisors each month.

“I speak to more than 50,000 financial advisors a year,” commented Mr. Slott. “I can confidently say that The Elite IRA Advisor Group represents the top 1% of all financial advisors in the country.”

“Since IRAs were first established, the only thing most advisors and investors have worried about is how to get money into them. Now, with baby boomers entering their retirement years, and once-secure pensions disappearing, investors will have to change their focus. The real issue now is how to get money out of their IRAs correctly without losing an undue amount to taxes or penalties,” Mr. Slott said. “There are very few advisors that even know what to look for. The Elite IRA Advisor Group members not only know what to look for, they know what to do.”

Members of Ed Slott’s Elite IRA Advisor Group are armed with specialized knowledge, tools and programs such as The Complete IRA Care Solution, which takes clients through a diagnostic checklist to ensure that their IRAs are set up and maintained correctly.

ABOUT ED SLOTT & COMPANY, LLC: Ed Slott & Company, LLC is the nation’s leading provider of IRA training for financial advisors. Mr. Slott is a practicing CPA and the author of several leading books on retirement distribution planning.
Questions? Richard Ehrlich is an investment advisor representative and a fiduciary. Call (561) 340-2667 or click here to schedule a no obligation initial consultation.

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