Ed Slott Press Release

03 Nov 2015

LOCAL Tacoma ADVISOR Brad Berger LEARNS NEW TAX LAWS AND RETIREMENT ACCOUNT PLANNING STRATEGIES FROM AMERICA’S IRA EXPERTS

Ed Slott and Company, LLC Holds Exclusive Workshop for Financial Advisors to Complete Advanced Training

Tacoma, WA November 3, 2015: Brad Berger of Cornerstone Financial Strategies completed advanced technical training while attending Ed Slott’s Elite IRA Advisor Group workshop in Denver, Colorado on October 22 – October 24. The workshop provided the latest updates on tax laws and retirement account planning strategies for financial advisors interested in expanding and maintaining their IRA knowledge for the benefit of their clients.

“Many investors are concerned for their financial future” says Ed Slott, CPA, a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal. “We educate these top advisors on how to identify IRA related mistakes through real-world examples and provide them with valuable action steps to take to help their clients avoid planning errors in the future.”

Berger received training on new laws and regulations passed in 2015 that impact retirement and other tax-favored accounts, including the introduction of ABLE (Achieving a Better Life Experience) accounts for young disabled children as well as spousal IRA beneficiary benefits for same-sex couples. Additional topics covered included the expansion of a 10% penalty exception for public safety workers and updates on 60-day rollover rulings for 2015.

As a part of an ongoing commitment to his clients, Berger is a member of Ed Slott’s Elite IRA Advisor Group, a group of the nation’s top financial professionals committed to expert education on Roth conversion planning, estate planning and leveraging current tax laws in an effort to ensure their clients’ retirement accounts are set up and maintained as tax-efficiently as possible.

“Having a properly trained and educated advisor is important to ensure one’s financial success during retirement,” says Slott. “If an advisor is well-trained in high-level retirement planning strategies, including tax planning, individuals can have a better shot at keeping more of their money safe from Uncle Sam.”

Share

Brad Berger
Brad Berger

Leave a Reply

Your email address will not be published. Required fields are marked *