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Ed Slott's IRA Edge

With the ever changing tax laws, IRS rulings and financial climate, it is more important than ever for advisors to continually invest in their education. Tim Bogert is a member of Ed Slott’s Master Elite IRA Advisor Group and continuously trains with Ed Slott and Company, The Wall Street Journal has Called Ed America’s IRA Expert, on IRA distribution planning. Tim receives detailed IRA information and new tax law updates for him to best serve his clients.

For more information on Ed Slott and Company, please visit www.IRAhelp.com

Members of Ed Slott’s Elite IRA Advisor GroupSM are dedicated to being leaders in the IRA industry and protecting their clients’ families ‘futures.

The way we accumulate retirement dollars during our working years is inherently different, than the ways we distribute our Retirement dollars. At retirement everything changes. You need to Plan your Exit Strategy.

Please Contact Us for any of the following white papers:

  1. Calculating your RMD in 5 easy steps
  2. Beneficiary Check List
  3. Planning for Multiple Beneficiaries
  4. Avoiding Mistakes in a Divorce in 5 easy steps
  5. Fixing a Missed RMD in 5 Easy Steps
  6. To Convert or NOT To Convert in 5 Easy Steps
  7. Using IRAs to Help Children in 5 Easy Steps
  8. Navigating Qualified Charitable Distributions in 5 Easy Steps
  9. Using a Tax Refund to Fund an IRA in 5 Easy Steps
  10. Planning for Health Savings Account (HSA) Distributions in 5 Easy Steps


Ed Slott's master elite IRA Advisor Group is not affiliated with nor endorsed by Prosperity Capital Advisors. This group is designed to equip dedicated retirement professionals with up-to-date tools and resources to help their clients.