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St. Louis Financial Advisor Attends Exclusive Workshop with America's IRA Experts - STLtoday.com
2015-05-21

MainStreetSt. Louis Financial Advisor Attends Exclusive Workshop with America's IRA ExpertsSTLtoday.comHe recently completed several days of advanced technical training with Ed Slott and Company, America's IRA Experts. The advanced training which took place in Denver, Colorado, provided IRS and tax law updates that could help minimize lost retirement ...IRS and Tax Law Education Necessary to Keep More Retirement MoneyNaples Daily NewsWhat Is a Stretch IRA?Newsmaxall 8 news articles »

IRS and Tax Law Education Necessary to Keep More Retirement Money - Naples Daily News
2015-05-21

IRS and Tax Law Education Necessary to Keep More Retirement MoneyNaples Daily NewsAs a part of David Kover's commitment to expanding and maintaining his IRA knowledge, Mr. Kover completed several days of advanced technical training with Ed Slott and Company, America's IRA Experts on April 30-May 1 in Denver, Colorado. David Kover ...

Fewer Retirees Claiming Social Security Benefits at Age 62 - Digital Journal
2015-05-20

Fewer Retirees Claiming Social Security Benefits at Age 62Digital JournalABOUT ED SLOTT and COMPANY, LLC: Ed Slott and Company, LLC is the nation's leading provider of IRA training for financial advisors. Mr. Slott is a nationally recognized IRA distribution expert, best-selling author, professional speaker, and the creator ...and more »

IRA Rollover Goofs to Avoid - Financial-Planning.com
2015-05-18

Financial-Planning.comIRA Rollover Goofs to AvoidFinancial-Planning.comMost taxpayers likely believe that having a team of professionals on their side should prevent mistakes from occurring during an IRA rollover. However, a recent IRS ruling shows some of the significant failures that can happen despite having this kind ...and more »

When diligent saving goes too far - MarketWatch
2015-05-18

MarketWatchWhen diligent saving goes too farMarketWatchBrian Vnak is a director of Integrated Advice Strategies at Wealth Enhancement Group, Minneapolis, helping clients develop and implement sophisticated financial, tax and estate solutions. Brian is a CFP® professional, a CPA, and a member of Ed Slott's ...

Clearing up adviser confusion on the new once-per-year IRA rollover rule - InvestmentNews
2015-05-15

InvestmentNewsClearing up adviser confusion on the new once-per-year IRA rollover ruleInvestmentNewsSimply have him directly transfer the funds to his IRA with you. There are no limits on the number of direct transfers that can be made. Ed Slott, a certified public accountant, created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group ...and more »

Ketcher completes advanced IRA training - Crow River Media
2015-05-13

Crow River MediaKetcher completes advanced IRA trainingCrow River MediaShad Ketcher, owner of New Era Financial in Hutchinson, completed advanced technical training with Ed Slott and Company, America's IRA experts on April 30-May 1, in Denver. Subscription Required. An online service is needed to view this article in its ...and more »

Why it pays to be charitable - MarketWatch
2015-05-13

MarketWatchWhy it pays to be charitableMarketWatchCarlos is a Registered Financial Consultant, Certified in Long-Term Care and a member of Ed Slott's Elite IRA Advisor Group. He has become a point of reference and resource to Elder/Estate Planning Attorneys and CPA's and has taught them unique and ...

This guy is advising young savers to NOT make contributions to their 401(k) plans - MarketWatch
2015-05-07

MarketWatchThis guy is advising young savers to NOT make contributions to their 401(k) plansMarketWatchJeffrey Levine, CPA is an IRA Technical Consultant with Ed Slott and Company who educates thousands of financial advisors, CPAs, attorneys and consumers each year on the best practices and dangerous pitfalls involving IRAs and other retirement ...

This guy wants you to ditch your 401(k) - MarketWatch
2015-05-07

MarketWatchThis guy wants you to ditch your 401(k)MarketWatchJeffrey Levine, CPA is an IRA Technical Consultant with Ed Slott and Company who educates thousands of financial advisors, CPAs, attorneys and consumers each year on the best practices and dangerous pitfalls involving IRAs and other retirement ...

IRS and Tax Law Education Necessary to Keep More Retirement Money - Insurance News Net
2015-05-07

PR NewswireIRS and Tax Law Education Necessary to Keep More Retirement MoneyInsurance News NetAs a part of Calvin P. Goetz's commitment to expanding and maintaining his IRA knowledge, CALVIN P. GOETZ completed several days of advanced technical training with Ed Slott and Company , America's IRA Experts on April 30-May 1, 2015 in Denver, ...Ameriprise Financial Services Inc. adviser attends IRA workshopRockford Register Starall 3 news articles »

IRS and Tax Law Education Necessary to Keep More Retirement Money - PR Newswire (press release)
2015-05-07

PR Newswire (press release)IRS and Tax Law Education Necessary to Keep More Retirement MoneyPR Newswire (press release)As a part of Calvin P. Goetz's commitment to expanding and maintaining his IRA knowledge, CALVIN P. GOETZ completed several days of advanced technical training with Ed Slott and Company, America's IRA Experts on April 30-May 1, 2015 in Denver, ...Ameriprise Financial Services Inc. adviser attends IRA workshopRockford Register Starall 3 news articles »

5 reasons you should ignore James Altucher's 401(k) advice - MarketWatch
2015-05-07

MarketWatch5 reasons you should ignore James Altucher's 401(k) adviceMarketWatch Jeffrey Levine, CPA is an IRA Technical Consultant with Ed Slott and Company who educates thousands of financial advisors, CPAs, attorneys and consumers each year on the best practices and dangerous pitfalls involving IRAs and other retirement ...

Ameriprise Financial Services Inc. adviser attends IRA workshop - Rockford Register Star
2015-05-06

Rockford Register StarAmeriprise Financial Services Inc. adviser attends IRA workshopRockford Register StarBELVIDERE — Sherry D. Sandwick of Ameriprise Financial Services Inc. recently attended an individual retirement account workshop in Denver. Sandwick is a member of Ed Slott's Elite IRA Advisor Group, a group of financial professionals committed to ...and more »

Guidance for your financial future - WOODTV.com
2015-05-06

WOODTV.comGuidance for your financial futureWOODTV.comHe is a member of the Financial Educators Network, the Ed Slott Elite Advisory Group, and the HS Dent Advisors Network. Nancy Courser is the Managing Partner and Retirement Healthcare Advisor at Ron Courser & Associates. Certified as a Long Term ...

6 Quotes by Financial Advisers on Obama's myRA - Newsmax
2015-05-05

 6 Quotes by Financial Advisers on Obama's myRA Newsmax "The biggest criticism of the myRA accounts is that there is only one investment option ... Shouldn't young savers be invested in growth assets?" - Jeffrey Levine, an IRA technical consultant with Ed Slott Co. as reported by Yahoo Finance. How Soon Can ...and more »

4 Tips To Make Your IRA Last Longer In Retirement And Cut Your RMDs - Investor's Business Daily
2015-05-01

Investor's Business Daily4 Tips To Make Your IRA Last Longer In Retirement And Cut Your RMDsInvestor's Business Daily Smaller RMDs can result in cutting your taxes on those withdrawals in retirement. That can give your retirement planning a second wind. It's a strategy that everyone between ages 59-1/2 and 70-1/2 should consider, says IRA expert Ed Slott, unless your ...and more »

INVESTORS, PLANS & MONEY: 'Step up' and do the research - Wicked Local
2015-04-29

INVESTORS, PLANS & MONEY: 'Step up' and do the researchWicked Local... directors for the Financial Planning Association of Massachusetts and an Ed Slott Elite IRA Advisor. He is a co-founder and principal of WH Cornerstone Investments in Duxbury and Kingston. He can be reached at www.whcornerstone.com or 888-797-9009 ...and more »

INVESTORS, PLANS & MONEY: 'Step up' and do the research - Wicked Local Marion
2015-04-29

Wicked Local MarionINVESTORS, PLANS & MONEY: 'Step up' and do the researchWicked Local Marion... directors for the Financial Planning Association of Massachusetts and an Ed Slott Elite IRA Advisor. He is a co-founder and principal of WH Cornerstone Investments in Duxbury and Kingston. He can be reached at www.whcornerstone.com or 888-797-9009 ...and more »

WFP Tax Partners, LLC - TAPinto.net
2015-04-27

TAPinto.netWFP Tax Partners, LLCTAPinto.netWe have developed our tax practice business by studying and training under Ed Slott & Company. Ed Slott, CPA is the Premier IRA Expert in the country based on the Wall Street Journal. Walter Pardo has studied under Ed for over Four years. In May 2010 ...

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