Your hard-earned money is at high risk for being lost taxes and fees if your advisor doesn't know to ask you the right questions, isn't aware of changes to the turbulent tax code, and/or hasn't been trained in high-level retirement planning strategies.
Are you making the right moves with your retirement or are you building a savings account for Uncle Sam? The answer lies in education and working with a qualified advisor.
Retirement planning is complicated and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.
With new tax laws, important IRS rulings and an ever-changing financial climate, it is more important than ever for advisors to continually invest in their education.
Members of Ed Slott's Elite IRA Advisor GroupSM are dedicated to being leaders in the IRA industry and protecting their clients' families' futures.