Ed Slott's IRA Elite Advisor
Ed Slott is a nationally recognized IRA-distribution expert, professional speaker, and the creator of several public television specials. He has been named “The Best Source for IRA Advice” by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He established the IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™ to specifically help financial advisors become recognized leaders in the IRA marketplace. This organization is comprised of financial advisors dedicated to being leaders in the IRA industry.
At Canella Financial Group, we are members of the exclusive training group, Ed Slott’s Elite IRA Advisor Group™ and are armed with specialized knowledge, tools and programs. We have received advanced and ongoing IRA training, and up-to-date resources to help our clients. One such custom-designed module we use through this program is The Complete IRA Care Solution™, which takes clients through a diagnostic checklist to ensure that their IRAs are set up and maintained correctly.
By utilizing The Complete IRA Care Solution™, we can review your retirement plans for the following:
- Traditional and Roth IRAs
- Beneficiary Designations
- Estate Planning
- Distribution Options
- Required Minimum Distribution
- Prohibited Transactions
- Tax Breaks for Retirement Plan Beneficiaries
- Early Distributions
To schedule an IRA Checkup contact our office.
Ed Slott’s Elite IRA Advisor Group™ is for investment services only. Ed Slott's endorsement does not extend to the financial planning or investment advisory services offered by Sarvey Canella. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™.