It’s a simple fact that, when pursuing any objective, understanding where you intend to go greatly increases the odds you will end up there. For that reason, every journey should begin with the end in mind. Many attorneys, CPAs, and financial planners are simply not well enough educated about the pitfalls and solutions for the tax and market volatility time bombs connected to these retirement plans.
Ed Slott is THE nationally recognized authority on IRA strategies and tax planning. Thanks to CPA Ed Slott’s expertise and his passion to share that expertise with his Elite and Master Elite IRA Advisor team, assistance is available to avoid and correct mistakes that can decimate your retirement income.
We have put together this booklet to help you make the most of your retirement savings. By being educated about potential IRA problems and learning about solutions, you hold the key to a secure financial future. Let us help you Retire with Grace!
Information contained in this brochure is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Be sure to speak to qualified tax, legal and financial professionals before making any decisions about your personal situation.
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Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
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