FOR IMMEDIATE RELEASE
Wednesday, October 30, 2013
FOR MORE INFORMATION:
Richard Loek
408-874-6234
rloek@calrimafinancial.com
LOCAL ADVISOR ATTENDS NATION’S MOST COMPREHENSIVE RETIREMENT AND TAX PLANNING CONFERENCE WITH AMERICA’S IRA EXPERTS
SAN JOSE, CA OCTOBER, 30 2013 – Estimates have shown between 75% and 80% of all taxpayers will pay more tax in 2013 than they did in 2012.
Richard “Rick” Loek completed several days of advanced training during Ed Slott and Company’s exclusive Elite IRA Advisor GroupSM workshop on October 24, 25 & 26 in Dallas, Texas, drilling deep into the complicated tax code to ensure his clients and families can keep more of their retirement savings.
Advisors were also educated on the intricacies of an IRA planning sector that makes up more than a quarter of the U.S. retirement marketplace.
“IRAs total roughly $5.7 trillion in total retirement assets across the country,” Ed Slott said from his company’s semi-annual advisor training program. “They make up one of, if not the fastest growing component of the retirement market during the past 20+ years. They have increased 10 percent per year on average since 1990.
Covering other recent updates such as IRS and Department of Labor guidance for same-sex couples, year-end tax planning and the Health Care Law’s tax consequences, Mr. Loek was joined by over 250 of the nation’s top financial professionals.
Mr. Loek welcomes requests for more information about recent changes to the tax code and up-to-date information on retirement planning.
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!
Ed Slott has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
ABOUT Onesta Wealth Management, LLC; Onesta Wealth Management, LLC is an investment adviser located in California and regulated by California’s Department of Business Oversight.