For many people their retirement accounts such as 401(k)'s, 403(b)'s, and IRA's are their single largest source of retirement savings, and often their largest asset. There are major tax advantages that allow people with IRA's to create enormous tax-deferred and even tax-free wealth for themselves and their families, but these are largely unknown by financial advisors and consumers.
This is why consumers should work with financial advisors who are IRA specialists to take advantage of the IRA distribution rules that will allow them to parlay their IRA's into a family fortune. The average advisor is not an IRA distribution specialist and cannot competently address these issues. In fact, much less than 1% are which means that many people are being underserved by their current advisors. Without proper, up-to-date information, you risk making an irrevocable decision that exposes the largest single source of retirement funds or inheritance you may have to unnecessary and accelerated taxation. Working with an Ed Slott trained Master Elite IRA Advisor who uses The Complete IRA Care Solution™ will provide you with access to an expert who has specialized training to address these issues..
The Master Elite IRA Advisor group is an exclusive organization of Financial Advisors personally trained by the nationally acclaimed IRA Expert, Ed Slott, at the highest level of IRA training available anywhere. Ed Slott's Master Elite IRA Advisor Group has IRA resources that no other financial organization even comes close to offering such as immediate updates on the latest changes to IRA tax laws, and continuous education that drills deep into the most complicated issues of IRA management and distribution. Members have ongoing access to the most up-to-date IRA information available in order to properly and professionally service their IRA clients and attract new clients who need competent IRA advisors.
The Complete IRA Care Solution™ is an exclusive system created by the Ed Slott for the complete care of all IRA issues. This is the most comprehensive program ever created to address virtually every aspect of protecting and growing your retirement accounts. The Complete IRA Care Solution™ is divided into three major categories covering over 250 key areas of IRA rules to make sure your retirement accounts are set up properly to minimize tax and maximize family wealth: The IRA Owner's Care Solution™, The IRA Beneficiary's Care Solution™, and The Special Issues Care Solution™. The following is a complete list of all modules:
Clients who go through The Complete IRA Care Solution™ have the peace of mind knowing that their largest retirement asset is properly set up and that they and their beneficiaries will be able to retain family wealth longer by avoiding excessive taxation.