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Ed Slott’s IRA Corner

Ed Slott's Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information available to properly and professionally service their IRA clients.

Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base including "The Complete IRA Care Solution™". Ed Slott's Elite IRA Advisors are equipped with up-to-date tools, on-going continuing education and a plethora of resources to help their clients:

  • 2 workshops per year with Ed Slott, our technical consultants, and guest speakers from Ed Slott and Company's network of expert colleagues with time-tested, practice-building ideas
  • Access to the Elite section of www.irahelp.com with a wealth of resources available ONLY for Elite advisors, including Ed Slott and company's custom-designed modules - diagnostic checklists that advisors can use to ensure that their clients' IRAs are set up and maintained correctly
  • Live Q&A teleconferences
  • Immediate updates via email alerts and webcasts on the latest changes to IRA tax laws
  • IRA technical consultants to answer tough questions

Who is Ed Slott?

Ed Slott was named “The Best Source for IRA Advice” by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, professional speaker, and the creator of several public television specials, including the most recent, Ed Slott’s Retirement Road Map!

Ed established the IRA Leadership ProgramSM and Ed Slott’s Elite IRA Advisor GroupSM to specifically help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.

He developed the popular website, http://www.irahelp.com, and regularly presents continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys all across the country. His diverse client list includes Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Sammons Securities Company, Genworth Financial, Brokers International as well as a host of other major financial companies.

Ed is the author of the best-selling books, The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Ed Slott’s Retirement Decisions Guide: 2015 Edition (IRAHelp, 2015), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune (Penguin, 2008) and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites.

Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, Forbes and more. He has also appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.

The Complete IRA Care Solution™

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. 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.

Ed Slott’s Master Elite IRA Advisor Group has IRA resources 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 objective 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 comprehensive program addresses 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 with the goal 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™
The Special Issues Care Solution™

The following is a complete list of all modules:

The IRA Owner’s Care Solution™

• Beneficiary Form
• Custodial Form
• Stretch Distributions
• Estate Planning & Retirement Assets
• RMD (Required Minimum Distribution) Calculations
• Prohibited Transactions
• Rollover/Lump Sum Distributions
• Year End Checklist

The IRA Beneficiary’s Care Solution™

• Spouse Beneficiary
• Non Spouse Beneficiaries
• Separate Account Rules
• Successor Beneficiary
• Tax Breaks for Retirement Plan Beneficiaries

The Special Issues Care Solution™

• Charity as a Beneficiary
• Contributions to Retirement Plans
• Creditor Protection/Bankruptcy
• Disclaimer
• Divorce
• Early Distributions 72(t)
• Early Distributions 10% Penalty Exceptions
• Incapacity
• International Transactions
• IRD (Income in Respect of a Decedent)
• Lump Sum Distribution Tax Breaks
• Minor as a Beneficiary
• Mistakes That Can Be Fixed
• Non Cash IRA Distributions
• Private Letter Ruling Requests
• Real Estate/Alternative Investments
• Roth IRA
• Schemes and Scams
• Trust as a Beneficiary
• Unmarried Couple Planning

Clients who go through The Complete IRA Care Solution™ with their trained advisor have the financial confidence knowing that their largest retirement asset is properly set up and that they and their beneficiaries should be able to retain family wealth longer by avoiding excessive taxation.

As a Master Elite IRA Advisor, Ross is equipped to field even the most technical IRA and retirement account questions. Contact us today for a free initial consultation.

What is an Elite IRA Advisor?



The Benefits of Working with an Ed Slott Elite IRA Advisor



Ed Slott's Elite IRA Advisor Group, LPL Financial and Ross & Mary Hunt, Inc. are separate entities.