FOR IMMEDIATE
RELEASE FOR MORE INFORMATION:
5/7/2013 Michael L. Schwartz, RFC, CWS, CFS
215-886-2122
mike@schwartzfinancial.com
LOCAL
ADVISOR MICHAEL L. SCHWARTZ, RFC®, CWS®, CFS ATTENDS EXCLUSIVE RETIREMENT
PLANNING WORKSHOP WITH AMERICA’S IRA EXPERTS ED SLOTT AND COMPANY
Jenkintown,
Pa – 5/7/13 Michael L. Schwartz completed advanced IRA distribution training at
Ed Slott and Company’s recent Elite IRA Advisor GroupSM Workshop on May
2 – 5, 2013 in Dallas, Texas. Schwartz
spent several days with Ed Slott and Company, America’s IRA Experts, drilling
deep into the complicated issues of IRA distribution planning and studying the
most recent IRS rulings.
Covering
recent updates such as the American Taxpayer Relief Act of 2012 and the Health
Care Law’s tax consequences, Schwartz joined over 200 of the nation’s top
financial professionals who are dedicated to solving the country’s biggest and
most complex financial problem — effectively managing the distribution of
assets from Individual Retirement Arrangements (IRAs). Attendees were educated on Roth conversion planning, estate planning and leveraging
current tax law in an effort to ensure their clients’ retirement accounts are
set-up and maintained correctly.
“Most
estimates show that anywhere between 75% and 80% of all taxpayers will pay more
tax in 2013 than they did in 2012. There are many reasons for this, and you need
an advisor with the specialized knowledge to navigate an increasingly more
complicated tax environment.” says Ed Slott, a nationally recognized
IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.
Slott
continues, “The 2013 tax laws brought some concrete planning guidance moving
forward. We provide all of our Elite IRA Advisors with the tools they need to
navigate through the American Taxpayer Relief Act and protect their clients.”
ABOUT
ED SLOTT & COMPANY, LLC: Ed Slott
& Company, LLC is the nation’s leading provider of IRA training for
financial advisors. Mr. Slott is the
author of several books on retirement distribution planning. He is a nationally
recognized IRA-distribution expert, a professional speaker, and the creator of
several public television specials, including Ed Slott’s Retirement
Rescue!
Ed
Slott has been quoted in The New York
Times, Newsday, The Wall Street
Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS,
Public Television, NPR, and Bloomberg TV and radio.
ABOUT
MICHAEL L. SCHWARTZ, RFC®, CWS®, CFS:
Mr. Schwartz is a Wealth Manager practicing in Jenkintown, Pa since
1991. He has been in practice since
1984. Mr. Schwartz has published
numerous articles on Investment Planning in publications such as the
Philadelphia Jewish Exponent, he advises affluent clients on matters dealing
with Retirement Distribution Planning, IRA Rollover, Retirement Accumulation
and other Investment, Insurance and Tax matters. Mr. Schwartz offers securities through First
Allied Securities, Inc., Member: FINRA/SIPC and advisor services through First
Allied Advisory Services.
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