IRAs are often an individual’s largest asset. Jim Ward is committed to education to be able to better serve his clients, and being a member of the Ed Slott’s Master Elite IRA Advisor Group℠ is an important way to have that knowledge. Membership in this prestigious group includes attending two multi-day study groups per year, followed by passing two annual exams, and participating in continuous learning regarding the latest IRA rulings. Working with an advisor with this level of training and access to a team of professionals and resources can help you help you navigate complex IRA distribution rules and avoid common tax pitfalls..

Retirement planning is complicated, and working with a knowledgeable financial professional in this area can be beneficial. Managing an IRA for your own benefit, as well as for the future benefit of a spouse, family members, or friends, is a personal endeavor with possible pitfalls in the way of success. Working with a financial professional who invests in their education to minimize risk and keep more of your retirement dollars for you and your family is a way to protect yourself and the future beneficiaries.

Ed Slott, CPA, is a nationally recognized IRA educator, author, and speaker regularly quoted in major publications.

Ed has been quoted in national news publications including The New York Times, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio. For more information on Ed Slott visit www.irahelp.com.