What is a Master Elite Advisor and Why Should it Matter to You?

As I’m sure you’ve noticed, I am sending you a video of a grey-haired guy, about my age, but it’s not me. The video is of Ed Slott. Many of you may know him for Public TV. Ed is a top caliber CPA, who is considered a national authority on taxation of retirement accounts (IRA’s and 401(k)’s). We all need an expert on our side. The more I learn about this business, the more I learn there is more to learn! No one can be an expert at everything. That’s why we have cardiologists and neurologists!

I’m featuring Ed Slott this week, because I rely on Ed for retirement plan tax advice…to ensure that my recommendations are absolutely correct. And that’s good for you. I spend 3 days with Ed and his team at least twice a year. If I ever have a question about taxation of a retirement account, I can call Ed and his team of technical analysts, to learn what the tax law says about it, and how the courts have ruled recently, since the IRS code is sometimes vague. I spend a lot of time and money working with Ed, as a member of Ed Slott’s Master Elite IRA Advisor group, because I want to give you the best, most accurate answers possible.

What is an Ed Slott Elite IRA Advisor?


Those that go above and beyond and want to take their retirement education to another level. Ed Slott Elite IRA Advisors complete rigorous, ongoing training, tests and background checks in order to ensure that they are providing a high level of service to their clients.

These advisors are motivated to help clients avoid costly retirement mistakes, including any tax and distribution planning that is necessary to achieve financial security. Without a proper, thorough education, an advisor can’t provide the best for their clients. Working with an Elite IRA Advisor ensures that you are getting next-level service from a reliable professional.

Benefits of Working with an Elite Advisor


When you choose to work with an Ed Slott Elite IRA Advisor, you will have a leader in the marketplace on your side – someone who knows the importance of having knowledge and expertise when it comes to the complex side of retirement planning.

Advisors without extensive training don’t know what they don’t know, and they don’t have the specialized education and resources to back them up. When it comes to your retirement, you want someone who has a thorough understanding of the different retirement accounts and stays up-to-date on vital industry information.

Why leave your retirement to chance with an average professional?

About Ed Slott

Ed Slott, “America’s IRA expert,” is a nationally recognized professional speaker, an accomplished author of several financial and retirement books, and a personal finance columnist for numerous publications. As a leader in the industry, Slott is often featured in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and other national magazines, television, and radio programs.

In an effort to help financial professionals stand out as leaders in the industry, Slott created The IRA Leadership ProgramTM and Ed Slott’s Elite IRA Advisor GroupTM.