Specialized IRA Planning

Our Educational Affiliate:
Ed Slott Elite IRA Advisor Group

Robert Slane is one of about 450 members throughout the country of the Ed Slott Elite IRA Advisor Group who train with Ed Slott and his team of IRA experts on a continuous basis.  Robert was required to pass a background check, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. Robert is immediately notified of changes to the tax code and updates on retirement planning. This ensures that you will be informed of any changes regarding your retirement dollars and that they are safe from unnecessary taxes and fees.  Members of this educational group have access to Ed Slott and his team of experts to answer any tough questions.

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.

What advantages does Robert’s membership in Ed Slott’s Elite IRA Advisor Group educational program offer to our clients?

  • Ongoing educational workshops with Ed Slott and his team of IRA Technical Experts, which include guest speakers from Ed Slott and Company’s network of expert colleagues, to keep us apprised on the latest IRA news and changes
  • Instant access to a wealth of resources only available to Ed Slott’s Elite IRA Advisor Group, including Ed Slott and Company’s custom-designed modules which are diagnostic checklists that we can use to ensure our clients’ IRAs are set up and maintained correctly
  • Immediate updates via email, webcasts and videos on the latest changes to IRA tax laws
  • 24/7 access to experts that we can confer with on complex cases

Ed Slott’s Elite IRA Advisor Group company and services are separate are not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.

If you have a question about your IRA or Roth IRA, please email us at ask-us@wealth-transfer.com.