Tax-free Wealth Strategies, Retirement Planning Taught To Local Advisor By America's Ira Expert

The second half of 2014 has brought new regulations on IRA rollovers, inherited IRA protection, after-tax plan funds, Roth conversions and IRS reporting rules.
By: RMH Advisors, LLC
 
MURRIETA, Calif. - Dec. 9, 2014 - PRLog -- Ross. S. Hunt completed several days of advanced technical training with America’s IRA Experts on November 6-8 in Las Vegas, Nevada, drilling deep into these updates and key areas that can impact tax and IRA distribution planning.

Recent updates covered included 2014-15 tax planning (including new stealth taxes that can quietly eat away at wealth), the new once-per-year IRA rollover rules effective January 1 and new IRS reporting rules for IRA assets that will be mandatory in 2015.  Members of Ed Slott’s Master Elite IRA Advisor GroupSM covered advanced-level case studies in divorce, trusts, Qualifying Longevity Annuity Contracts (QLACs) and charity tax traps at their semi-annual training program.

This group of 400 of the nation’s top financial professionals heard in-depth information 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.

“The tax code is often unforgiving.  Irrevocable tax mistakes can blow clients’ entire life savings in one fatal move.” says Ed Slott, CPA, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.

“If you meet with an educated advisor, he or she can identify mistakes before they happen and save you thousands - or more - if they are trained in high-level retirement planning strategies,” continued Slott.  “If not, your years of savings may wind up having simply been a savings account for Uncle Sam.”

Ross. S. 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, as well as 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.

Contact
Tricia Castellanos
***@rmhadvisors.com
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Source:RMH Advisors, LLC
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Tags:Financial Planning, Financial Planner Murrieta, Retirement Planning, IRAs & 401k's, Social Security Optimization
Industry:Financial, Investment
Location:Murrieta - California - United States
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