This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals
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.
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:
Below you will find helpful articles, infographics, news & other informational pieces. We are here to help you make informed decisions.
To Convert or NOT To Convert in 5 Easy Steps
Avoiding 60-Day Rollover Mistakes in 5 Easy Steps
Choosing the Right Financial Advisor in 5 Easy Steps
Choosing the Right Tax Professional in 5 Easy Steps
Using a Tax Refund to Fund an IRA in 5 Easy Steps
Avoiding Mistakes in a Divorce in 5 Easy Steps
Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps
Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps
Calculating Your RMD in 5 Easy Steps
Ed Slott's Elite IRA Advisor Group, LPL Financial and Ross & Mary Hunt, Inc. are separate entities.