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Tax Management

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand yout tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

HELPING AMERICANS KEEP MORE OF THEIR HARD-EARNED MONEY

Diligent savers enter the second half of retirement with little insight into the complex tax and distribution planning dangers that can wipe away the sacrifice made during their working years.

What good is investment growth if you can't reap the rewards in retirement? Click below to learn more.

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Working with an Elite IRA Advisor



What is an Ed Slott Elite Advisor?

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. We neither sell nor endorse any financial product.

Members of Ed Slott's Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.


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10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR
Download this list, a great starting point when questioning your financial advisor!