LIBERTY CORNER, NJ -- Walter Pardo, certified wealth strategist at Wealth Financial Partners, completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas earlier this month.
The workshop, which was attended by members of Ed Slott’s Master Elite IRA Advisor Group SM , provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring
significant changes to the way Americans plan for retirement.
“Right now, Congress is looking at two different bills that would dramatically impact key retirement planning strategies. Both the SECURE Act in the House and RESA in the Senate are gaining momentum, and it’s crucial that financial professionals are paying attention to these potentially major changes,” said Slott, CPA, founder of Ed Slott and Company and a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal. “As a member of our advanced training program for nine years, Pardo is part of an exclusive group of elite financial professionals that have continuously prioritized their retirement planning education. With this ongoing training, Pardo can better educate his clients on these proposals and can offer the latest insight on how best to prepare for any necessary updates their financial plan may need.”
Training highlights from this event included: Key 2019 tax planning strategies such as estate and
gift exemption planning, qualified business income deduction planning and qualified charitable
distributions; evaluation protocols for recommending an IRA rollover; advanced IRA estate
planning and tax planning for special needs beneficiaries; recharacterizing IRA contributions; a
look at tax court cases that ruled on the disability exception to the 10% penalty; five key rules for
doubling 2019 contributions; a look at advanced IRA case studies and rulings including ERISA
protection lost after an IRA rollover, IRA bankruptcy protection, inherited IRAs and divorce, IRA
trusts and more.
Training was provided by Ed Slott and Company’s team of retirement experts, including Slott,
CPA; Sarah Brenner, JD; Jeremy Rodriguez, JD and Andy Ives, CFP ® , AIF ® . Ed Slott and
Company and many of the advisors in Ed Slott’s Master Elite IRA Advisor Group SM are the go-to
resources for attorneys, CPAs and other financial advisors because of their in-depth knowledge
and expertise in all areas of retirement accounts and income planning.
Members of Ed Slott’s Master Elite IRA Advisor Group SM have year-round access to Ed Slott and
Company’s team of retirement experts for consultation on advanced planning topics. The
membership also includes step-by-step processes, including the Complete IRA Care Solution™
30-module planning guide. Members also have access to proprietary worksheets and pamphlets,
including 5 Must-Know IRA Strategies for the Great Wealth Transfer and Ed Slott’s 2019
Retirement Decisions Guide, that they can use when working with clients.
“The laws surrounding retirement and tax planning are constantly changing and as a financial
professional, it can be difficult to stay on top of the latest policy changes,” said Pardo. “Through
my membership with Ed Slott and Company, I am confident that I am up-to-speed on the latest
retirement laws and strategies and have access to a team of IRA experts should I need advanced
support to help my clients navigate difficult and unique financial planning situations.”
“Some of the biggest proposed changes Congress is considering is repealing the maximum age
for IRA contributions and raising the age for required minimum distributions from 70.5 to 72,”
said Slott. “While these changes would make it easier for Americans to grow their nest egg, it’s
also crucial they are working with an advisor that is privy to the latest retirement planning laws
and strategies. The members of our organization are well-trained, qualified professionals that
prioritize both their ongoing education as well as your individual needs.”
Pardo can be contacted for more information on IRA and retirement-related questions. Please
visit www.wealthfinancialpartners.com or call (877) 714-2362.
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s
leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed
Slott’s Elite IRA Advisor Group SM is comprised of nearly 400 of the nation’s top financial
professionals who are dedicated to the mastery of advanced retirement account and tax planning
laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author
and professional speaker. He has hosted several public television specials, including “Retire Safe
& Secure! with Ed Slott.” Visit irahelp.com for more information.
About Wealth Financial Partners: Our team has over 40 years of combined experience
working with and being referred by a roster of affluent families and business owners. Our
clients see us as their wealth strategist, life coach, and most importantly, as their trusted
advisor. We are an independent private wealth management firm that has been delivering
personalized service to families and business owners nationwide and are headquartered in the
historic Liberty Corner section of Basking Ridge in New Jersey.
Registered Representative offering securities and advisory services through Independent
Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member
FINRA/SIPC. Wealth Financial Partners, LLC and IFG are unaffiliated entities. OSJ: 12671
High Bluff Dr. Suite 200 San Diego, CA 92130.