Strategy Financial Group Strategy Financial Group Completes Advanced Training From America’s IRA Experts at Ed Slott and Company, LLC
Members of Ed Slott’s Master Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop.
Calvin Goetz, founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas, Texas, May 2-4, 2019. The workshop, which was attended by members of Ed Slott’s Master Elite IRA Advisor GroupSM, provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement.
“Right now, Congress is looking at two different bills that would dramatically impact key retirement planning strategies. Both the SECURE Act in the House and RESA in the Senate are gaining momentum, and it’s crucial that financial professionals are paying attention to these potentially major changes,” said Ed Slott, CPA, founder of Ed Slott and Company and a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal. “As a member of our advanced training program for nine years, Goetz is part of an exclusive group of elite financial professionals that have continuously prioritized their retirement planning education. With this ongoing training, Goetz can better educate his clients on these proposals and can offer the latest insight on how best to prepare for any necessary updates their financial plan may need.”
Training highlights from this event included: Key 2019 tax planning strategies such as estate and gift exemption planning, qualified business income deduction planning and qualified charitable distributions; evaluation protocols for recommending an IRA rollover; advanced IRA estate planning and tax planning for special needs beneficiaries; recharacterizing IRA contributions; a look at tax court cases that ruled on the disability exception to the 10% penalty; 5 key rules for doubling 2019 contributions; a look at advanced IRA case studies and rulings including ERISA protection lost after an IRA rollover, IRA bankruptcy protection, inherited IRAs and divorce, IRA trusts and more.
Training was provided by Ed Slott and Company’s team of retirement experts, including Ed Slott, CPA; Sarah Brenner, JD; Jeremy Rodriguez, JD and Andy Ives, CFP®, AIF®. Ed Slott and Company and many of the advisors in Ed Slott’s Master Elite IRA Advisor GroupSM are the go-to resources for attorneys, CPAs and other financial advisors because of their in-depth knowledge and expertise in all areas of retirement accounts and income planning.
Members of Ed Slott’s Master Elite IRA Advisor GroupSM have year-round access to Ed Slott and Company’s team of retirement experts for consultation on advanced planning topics. The membership also includes step-by-step processes, including the Complete IRA Care Solution™ 30-module planning guide. Members also have access to proprietary worksheets and pamphlets, including 5 Must-Know IRA Strategies for the Great Wealth Transfer and Ed Slott’s 2019 Retirement Decisions Guide, that they can use when working with clients.
“The laws surrounding retirement and tax planning are constantly changing and as a financial professional, it can be difficult to stay on top of the latest policy changes,” said Goetz. “Through my membership with Ed Slott and Company, I am confident that I am up-to-speed on the latest retirement laws and strategies and have access to a team of IRA experts should I need advanced support to help my clients navigate difficult and unique financial planning situations.”
“Some of the biggest proposed changes Congress is considering is repealing the maximum age for IRA contributions and raising the age for required minimum distributions from 70.5 to 72,” said Slott. “While these changes would make it easier for Americans to grow their nest egg, it’s also crucial they are working with an advisor that is privy to the latest retirement planning laws and strategies. The members of our organization are well-trained, qualified professionals that prioritize both their ongoing education as well as your individual needs.”
Goetz can be contacted for more information on IRA and retirement-related questions by visiting www.strategyfinancialgroup.com or calling 602.343.9303. For ongoing updates and the latest financial planning news, connect with the Strategy Financial Group team on Facebook, LinkedIn and Twitter.
ABOUT ED SLOTT AND COMPANY, LLC:
Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author and professional speaker. He has hosted several public television specials, including “Retire Safe & Secure! with Ed Slott.” Visit irahelp.com for more information.
ABOUT STRATEGY FINANCIAL GROUP:
Founded in 2010, Strategy Financial Group is an independent financial advisory firm helping individuals create comprehensive retirement and wealth management strategies using a variety of investment and insurance products to custom suit their needs and objectives. A team of licensed advisors coordinate with legal and tax coordination from multiple offices across Arizona to offer an all-encompassing wealth planning experience. For more information, visit strategyfinancialgroup.com. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.