Ed Slott, renowned author, financial specialist, and IRA advisor spoke at the Pittsburgh Airport Marriott on May 21st at 7 p.m. The private event was hosted by Luttner Financial Group, which welcomed over 150 clients and their advisors.
Named “The Best” source for IRA advice by The Wall Street Journal, Mr. Slott addressed those who have spent a lifetime saving for their retirement and now need to know how to protect their savings from taxes. His program focuses on creating a plan to reduce or eliminate the significant taxes on distributions from IRAs, 401(k)s and other retirement savings accounts.
Mr. Slott elaborated on exit strategies from retirement plans, how to avoid costly tax traps in retirement, and how to take advantage of the most recent changes in the tax laws.
“Taxes will be the single biggest factor that separates people from their retirement dreams.” – Ed Slott
Ed Slott and Company, LLC is one of the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys. Mr. Slott is a nationally recognized IRA distribution specialist, bestselling author, and professional speaker, and he has hosted several public television specials, including his latest, "Retire Safe and Secure! with Ed Slott." Mr. Slott is the creator of Ed Slott's Elite IRA Advisor GroupSM, a prestigious ongoing study group for serious financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies.
Luttner Financial Group centers on clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer clients access to one of the most comprehensive financial product platforms available today, Luttner Financial Group envisions and enhances clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions.
Pictured: Barbara Mullaney, Daniel Mullaney, Victoria Keis
Pictured: Frank Schiffman and Adina Schiffman; Missie Berteotti; Gina Johnston
Pictured: MaryLou Rodgers, Chief Operating Officer, Lifetime Financial Growth;
Eric Startare, Chief Financial Officer, Lifetime Financial Growth; Ed Slott, CPA; Jim Schepis, EVP, Lifetime Financial Growth;
Sanford Aderson, Vice Chairman of the Board and General Counsel, LFG
Pictured: Evan Chambers; Chris Chambers; Eric Jutca
The event was for informational purposes only. Ed Slott and his firm are not affiliated with or endorsed by PAS, Guardian, or Luttner Financial Group and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Luttner Financial Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2019-80420 EXP. 05/2021