Your IRA or 401(k) forms the cornerstone of your retirement plan. Minimizing taxes and making the most of this important asset is the key to a successful retirement. Ongoing training and education with a nationally recognized IRA expert like Ed Slott & Co. helps us stay current on the latest IRA regulations as well as best practices in managing IRAs and retirement plan assets.
Ed Slott’s Master Elite IRA Advisor Group™ is a private IRA study group of financial advisors with extensive IRA experience. Our founder and president, Mike Branch, joined the organization in 2007 and has remained dedicated to continuing his IRA training ever since.
What We Get
What You Get
Ongoing and in-depth IRA and retirement plan training.
The industry’s latest IRA recommendations.
Updates on the latest IRA tax law changes.
Tax-efficient IRA solutions to potentially minimize your future expenses.
Access to experienced IRA technical advisors.
Optimal next steps according to industry best practices.