Important Legal Information
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For your general information, Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company maintains a list of financial advisors who have attended an intensive full day training seminar with Ed Slott, CPA on IRA distribution planning, including the latest IRA distribution rules, court cases, IRS Rulings, planning strategies, retirement account rollovers, inherited IRAs, estate planning for retirement accounts and related tax provisions. These financial advisors are not affiliated with Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company. These financial advisors conduct their own practices which are independent of Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company, and they are not representatives, agents, partners, employees, or contractors of, and are not otherwise associated with, Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company. Any representation made to the contrary by any of the financial advisors named in this website is false. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company are not responsible for any financial advice or any other services provided by any of the financial advisors named in this website. You are responsible for your choice of a financial advisor. You should carefully interview one or more potential financial advisors, ask for and check references, and otherwise carefully assess your choice of a financial advisor. The financial advisors you may access through this website have attended a training seminar presented by Ed Slott, CPA. This "training" is not conferred or certified by any government agency or any professional group (such as, for example, groups that confer the title "certified financial planner"). Any representation made to the contrary by any of the financial advisors named in this website is false. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company grants training to financial advisors who attend an approximately seven-hour training seminar regarding IRA Distribution Planning and the IRA Distribution Tax Rules. Financial advisors pay a fee to Ed Slott, CPA for attending this seminar. At the seminar they receive certain instructions, IRA information, and various written materials that may help them apply the principles of planning IRA Distributions to the affairs of a particular client. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company have not conducted any background checks and have not in any way qualified any of the financial advisors who attend its seminars and who are named in this website. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company make no representations regarding the financial advisors named in this website or the quality of the service they provide. In other words, the term "Ed Slott Trained IRA Expert Advisor" as used in this website means solely that the financial advisor has attended the above-described seminar. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company do not consult with, advise, or help financial advisors as they work with their clients. In other words, any advice or services you may receive from a financial advisor, whether listed on this website or not, is not the advice of or services by Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company do not control or review, and are not responsible for, the advice you may receive from a financial advisor you learn of through this website. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company are not responsible for such a financial advisor's action or failure to act on your behalf. Ed Slott, CPA, www.irahelp.com, Ed Slott's IRA Advisor and E. Slott and Company do not guarantee and are not responsible for the results of any investments you may make with the advice of or through any such financial advisor. Your use of a financial advisor named on this website is strictly at your own risk. By accessing or using the list of financial advisors on this website you agree that neither Ed Slott, CPA, E. Slott and Company nor Ed Slott's IRA Advisor are responsible or liable for any advice given by, actions taken by, failures to act by, negligence of, or other misconduct of any type of any of the financial advisors named on this website. If you accept these Terms and Conditions, you waive and release, and you agree to indemnify and hold Ed Slott, CPA, E. Slott and Company and Ed Slott's IRA Advisor harmless from any and all claims, liabilities, and losses arising from or related to your use of any financial advisor named in this website.