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March 1, 2008 Allen Young
(210) 225-6666
JERRY CROCKETT Accepted Into Ed Slott's Master Elite IRA Advisor Group.
San Antonio, TX – March 8, 2008 – JERRY CROCKETT has been invited and accepted into the nation’s most exclusive group of financial advisors – Ed Slott’s Master Elite IRA Advisor Group. Ed Slott’s Elite IRA Advisor Group is an invitation-only group dedicated to solving the country’s biggest and most complex financial problem – effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).
To qualify as a Master-level member, Mr. Crockett has demonstrated a superior understanding of the complicated issues and constantly changing tax laws pertaining to IRAs. The group’s founder, Ed Slott, CPA, is a nationally recognized authority on managing IRAs, and is cited by the Wall Street Journal as “The Best” source for IRA advice. Mr. Slott comments: “I speak to more than 50,000 financial advisors a year, and can confidently say that the Master Elite IRA Advisor Group represents the top 1% of all financial advisors in the country.”
As a member, a financial advisor must demonstrate a commitment to professional development and strengths in understanding the complicated issues related to taking distributions from retirement accounts. This group is personally trained by Mr. Slott and his team of IRA experts. Training involves multiple live sessions as well as on-going instruction throughout the year.
“Since IRAs were first established, the only thing most advisors and investors have worried about is how to get money into them. Now with baby boomers entering their retirement years, and once secure pensions disappear, investors will have to change their focus to how to get money out of their IRAs correctly and without losing an undue amount of the savings to taxes or penalties,” Mr. Slott said. “There are very few advisors that even know what to look for. The Elite IRA Advisors Group not only knows what to look for, they know what to do about the situation.”
Members of Ed Slott’s Master Elite IRA Advisor Group are armed with specialized knowledge, tools and programs such as “The Complete IRA Care Solution™” which takes clients through a diagnostic checklist to ensure that their IRAs are set up correctly.
ABOUT ED SLOTT & COMPANY: Ed Slott & Company is America’s leading provider of IRA training for financial advisors. Mr. Slott is a practicing CPA, a past chairman of the New York State Society of CPAs Estate Planning Committee, and the editor of the IRA Planning section of The CPA Journal. Mr. Slott is the author of two books, The Retirement Savings Time Bomb… And How to Defuse It and Parlay Your IRA into a Family Fortune, and the publisher of the leading IRA newsletter in the country, Ed Slott’s IRA Advisor, with more than 3,000 subscribers.
ABOUT ALAMO FINANCIAL: Alamo Financial is an independent financial services firm in San Antonio that specializes in pre- and post-retirement planning and investments. Its founder, Jerry Crockett, is a Certified Senior Advisor (CSA) who assists individuals in wealth accumulation, tax minimization and eventually the transferring of assets to their loved ones and charitable beneficiaries. Mr. Crockett holds the Series 6, 7 and 63 licenses and is licensed in Texas, Colorado, and Maine.
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