Recent updates covered included the Bobrow Tax Court case — which changed the rules for 60-day IRA rollovers and affects everyone with an IRA— and tax planning for 2014, along with a course on Social Security from a leading expert in the area, Elaine Floyd, Director of Retirement and Life Planning for Horsesmouth.
This group of close to 400 of the nation’s top financial professionals heard in-depth information on the new estate and gift tax exemptions, planning with Health Savings Accounts and IRAs, and the most recent IRS cases and rulings.
“There's a new premium on advisors who can help people protect their savings and navigate the complex web of tax rules without increasing Uncle Sam's share.
We train these advisors in the specialized field of IRA distribution planning (http://www.rossandmaryhunt.com/
IRAs total roughly $5.7 trillion in total retirement assets across the country. Ross Hunt welcomes requests for more information about retirement distribution planning and is well versed in the subjects of the latest tax law updates and Congressional action and tax, IRA and retirement planning strategies.
ABOUT ED SLOTT and COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of IRA training for financial advisors. Mr. Slott is the author of multiple best-selling 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!
ABOUT ROSS HUNT & RMH ADVISORS, LLC: Ross S. Hunt, CFP® has been providing sound financial advice and guidance to his clients for more than 30 years, committed to helping individuals and families meet and exceed their financial goals. Ross Hunt is Managing Partner and with his wife, Mary, are cofounders of RMH Advisors, LLC, a fee-only, Registered Investment Advisory firm located in Murrieta, Ca. Ross has built his advisory business by combining a sound asset class investing methodology with holistic financial planning and first-class client service. It’s no coincidence that more than half of Ross’ clients have been with him for more than 20 years!
Ross Hunt is a registered principal with and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through RMH ADVISORS, LLC, a Registered Investment Advisor and separate entity. Ed Slott's Elite IRA Advisor Group is not affiliated with LPL Financial.