From Allen’s Desk
By Allen G. Yee
Over the years I have shared a relationship with an organization called Ed Slott and Company. Many of you know who and what Ed Slott does and but many do not. Ed Slott is a practicing CPA located in New Jersey and is recognized as “America’s IRA Expert” by Money Magazine, deemed as “The Best” source for IRA advice by the Wall Street Journal. The Foundation for Accounting Education presented Ed Slott with “Excellence in Estate Planning” and “Outstanding Service” awards. Ed Slott was the editor of IRA Planning section of The CPA Journal. Ed Slott is quoted regularly in national publications like, Fortune Magazine, Kiplinger’s Personal Finance, Forbes, Newsweek, The Washington Post, The New York Times, Money Magazine, The Wall Street Journal, USA Today and many more. Ed authored many best sellers on the subject of tax reduction, including The Retirement Savings Time Bomb and How To Parlay Your IRA Into a Family Fortune. He is also the primary force in creating Ed Slott’s Elite IRA Advisor Group.
Ed Slott’s Elite IRA Advisor Group is a private IRA study group of professional financial advisors with extensive IRA knowledge and experience of which I have the privilege of being a member. We study directly with one of the nation’s leading IRA experts, Ed Slott, on a continuous basis. The advisors in this prestigious group are dedicated to being IRA distribution experts and have made an ongoing commitment to continually build and expand their IRA knowledge and expertise. Members meet twice throughout the year for an intensive three-day workshop and training session. Through these full day workshops, the Elite Forum, conference calls, and regular interactive communications, Ed Slott’s Elite IRA Advisor Group strives to help its members increase and refine their IRA knowledge and expertise and provide them ongoing access to the most up-to-date IRA information available in order to properly and professionally service their IRA clients.
Ed Slott also appears regularly on television shows like CNBC, ABC, NBC, CBS, FOX, Bloomberg TV and various radio stations. Additionally, he is the host of Public Televisions Stay Rich For Life, Stay Rich Forever & Ever and now, Lower Your Taxes Now & Forever.
Many of my clients know I occasionally contact Ed’s office on their behalf to inquire about complex situations and alternative planning strategies, which I can confidently say has helped clients save taxes and/or prevent additional taxes/mistakes. I believe he is an incredible resource to my practice and clients and is a good example of how I invest in my practice and to bring value to you.
Recently I was fortunate to volunteer during a PBS event at KOCE (Orange County) featuring Ed Slott and his show Lower Your Taxes Now & Forever. I was one of the phone operators that took pledges during the shows breaks. More importantly however, I was one of the first people to view his new show. The theme of the message continues to be lower your taxes, chart your own course and don’t be fooled into following the government’s plan. Some of the information is on Roth IRA Conversion, the impact of the new healthcare plan and the government debt and its future impact on taxation. If you enjoy the message and would like to support KOCE/PBS make a pledge, I did! However, if you have questions contact me as I look forward to answering questions. Also, if you watch the program, see if you can spot me during the pledge breaks.
After the conclusion of the show we went out for dinner. It was Ed’s Birthday, which I was honored to have spent with him and his Managing Partner Laurin Levine. It was a great opportunity to gain more insight on his opinions of what is to come.
You can view the Ed Slott program on KOCE at the follow times:
Friday, September 3rd
2:00 am
8:30 am
Saturday, September 4th
2:00 pm
Sunday, September 5th
1:00 am
6:00 pm
Monday, September 6th
8:30 am
3:30 pm
Thursday, September 9th
7:00 pm
Friday, September 10th
8:30 am
