Help Protect Your Hard-Earned Money From Taxes
What is a Master Elite IRA Advisor?
Check out the below video and some of the downloadable resources that we'd like to share with you to help you better understand what working with a Master Elite IRA Advisor means.
Benefits of Working with an Ed Slott Advisor
Retirement planning can be complicated, which is why you need a specialist in this area. Here's a short excerpt from Ed Slott and Company's website: "Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies."
The benefits of working with a Master Elite Advisor is that they are continuously educated on the most cutting-edge Tax and IRA information to help better serve their clients and their families. In addition to semi-annual educational workshops with Ed Slott and team, advisors have access to a wealth of exclusive resources, including 24/7 access to experts to discuss complex cases with.
Check out the below video to learn more!
Downloadable Resources
Click on a link below for your instant download for Greg O'Donnell!
2022 Health Savings Account (HSA) Chart
The SECURE Act - Retirement Plan Payouts to Beneficiaries
RMD's - (Required Minimum Distributions) UNIFORM LIFETIME TABLE
Roth IRA: 5-Year Clocks & Distribution Ordering Rules
2022 Tax Planning for Investment Income
2022 Medicare Income Planning
2022 Retirement Plan Contribution Limits
Single Life Expectancy Table (for Inherited IRAs)
2022 Tax Planning
CARES Act – Consumer Overview - Retirement Account Relief
The SEUCRE Act - What it means for you
2020 Retirement Changes – COVID-19 Fact Sheet
What is a Master Elite IRA Advisor?
Check out the below video and some of the downloadable resources that we'd like to share with you to help you better understand what working with an Elite IRA Advisor means.
Benefits of Working with an Master Elite Advisor
Retirement planning can be complicated, which is why you need a specialist in this area. Here's a short excerpt from Ed Slott and Company's website: "Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies."
The benefits of working with an Master Elite Advisor is that they are continuously educated on the most cutting-edge Tax and IRA information to help better serve their clients and their families. In addition to semi-annual educational workshops with Ed Slott and team, advisors have access to a wealth of exclusive resources, including 24/7 access to experts to discuss complex cases with.
Check out the below video to learn more!
Downloadable Resources
Click on a link below for your instant download for Greg O'Donnell!
2022 Health Savings Account (HSA) Chart
The SECURE Act - Retirement Plan Payouts to Beneficiaries
RMD's - (Required Minimum Distributions) UNIFORM LIFETIME TABLE
Roth IRA: 5-Year Clocks & Distribution Ordering Rules
2022 Tax Planning for Investment Income
2022 Medicare Income Planning
2022 Retirement Plan Contribution Limits
Single Life Expectancy Table (for Inherited IRAs)
2022 Tax Planning
CARES Act – Consumer Overview - Retirement Account Relief
The SEUCRE Act - What it means for you
2020 Retirement Changes – COVID-19 Fact Sheet
