As a member of Ed Slott’s Elite IRA Advisor Group – Our team is exposed to high level education and resources from the greatest IRA Experts in America! Sweet Financial Services has been a part of Ed Slott’s Elite IRA Advisor Group since 2006. Our team is only 1 of a handful of advisors in Minnesota and only 400 advisors in the country have access to the highest level of continuous IRA distribution resources and training, such as this. Even fewer are able to be featured in a monthly newsletter!
We are proud to share that Oliver Kollofski, CFP®, Director of Wealth Services, was featured in the May edition of Ed Slott’s Monthly IRA Newsletter! The monthly IRA Advisor Newsletter features articles on money-saving tax strategies and answers to your toughest IRA questions. To be featured in this article is a huge honor and achievement not only for Oliver, but also for Sweet Financial Services.
We have provided a copy of Oliver Kollofski’s Article: Making a Roth Recharacterization Part of Tax Planning, below
“Most advisors have not received training on the latest tax and IRA distribution rules. With an abundance of misinformation out there, it’s extremely important to work with a well-informed advisor who receives on-going education,” said Slott. “Advisors associated with Ed Slott and Company receive the most up-to-date technical training in the industry, but should an unusual or difficult situation come their way, they also have immediate access to our team of retirement experts to help guide them through the most complicated planning issues.”
For more information about Ed Slott and America’s IRA Experts visit www.irahelp.com.
Any services rendered by Ed Slott’s Elite IRA Advisor Group members you contact are solely those of the members. Raymond James Financial Services does not endorse and is not associated with Ed Slott or Ed Slott’s Elite IRA Advisor Group program. Raymond James does not provide legal or tax services.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.