Retirement planning guru Ed Slott urged advisors to call their clients and tell most of them not to put more money into their 401(k)s or IRAs, but to use Roth IRAs instead. “You want them to lower ...
Advisors have “amazing opportunities at this midyear,” Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning expert, said in a Financial Advisor magazine sponsored webinar. “More ...
Andrew Whitaker CFP®, CRPC®, President of Gold Tree Financial, Inc., completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite ...
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