Local Advisor, Ross Hunt, Completes Training on New Retirement and Tax Laws at Exclusive Conference with America’s IRA Experts
"IRAs are taking center stage (making up over 25% of total retirement savings nationwide)," Ed Slott expressed from his semi-annual Elite IRA Advisor GroupSM training program.
Murrieta, CA, May 21, 2014 --(PR.com)-- Ross S. Hunt completed several days of advanced training with America’s IRA Experts on April 23-26 in Orlando, Florida, drilling deep into key areas that can impact tax planning and ensure his clients and families can keep more of their retirement savings.
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 so their clients can keep more of their retirement savings in the family," Slott continued. "To consumers I hear from, these advisors are true retirement super heroes."
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.
For more information:
Tricia Castellanos
(951) 696-5292
Tricia@RMHAdvisors.com
http://www.RMHAdvisors.com
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 so their clients can keep more of their retirement savings in the family," Slott continued. "To consumers I hear from, these advisors are true retirement super heroes."
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.
For more information:
Tricia Castellanos
(951) 696-5292
Tricia@RMHAdvisors.com
http://www.RMHAdvisors.com
Contact
RMH Advisors, LLC
Tricia Castellanos
951-696-5292
www.rmhadvisors.com
www.linkedin.com/in/rosshuntcfp/
https://www.facebook.com/RMHAdvisors
https://twitter.com/rosscfp
Tricia Castellanos
951-696-5292
www.rmhadvisors.com
www.linkedin.com/in/rosshuntcfp/
https://www.facebook.com/RMHAdvisors
https://twitter.com/rosscfp
Contact
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