Master Elite IRA Planning

IRA, Roth, 401k plans and other tax deferred accounts

Glen is a Master Elite IRA Advisor and a member of Ed Slott’s educational group for more than 10 years. With the elimination of the traditional pension and the introduction and focus of the company 401K Plan and many other tax-deferred accounts, it has become necessary for advisors to have specialized training to manage and maximize these valuable accounts. We have addressed this by increasing our understating of these accounts and their complicated rules to provide the best planning available.