Ed Slott, CPA is known as “America’s IRA Expert” and was named “The Best Source for IRA Advice” by The Wall Street Journal. Ed is a nationally recognized IRA-distribution expert, professional speaker, and the creator of several public television specials for PBS, including “Ed Slott’s Retirement Road Map.”

Glenn W. Mosseller is a member of Ed Slott’s Master Elite IRA Advisor Group. The Elite IRA Advisor Group is an exclusive group of financial advisors who are dedicated to understanding IRA taxation issues with the goal of helping clients to minimize taxation on their retirement plans. Ed Slott’s team tracks the latest IRA rulings and tax law changes, and alerts the Elite IRA Advisor Group to recent changes. The Elite Advisor Group has direct access to Ed and his team of researchers and experts. All members of the Elite Advisor Group have completed extensive training and are required to complete ongoing classes and examinations on IRA distribution strategies twice a year.

December IRA Insights: