FOR IMMEDIATE RELEASE FOR MORE INFORMATION October 8th, 2007 Kristi Mandt, CFP (206)
267-2312 kristi.mandt@mma401k.com
Kristi Mandt, CFP Accepted Into Ed Slott’s Elite IRA Advisor Group
Millikin Mandt Associates, Inc And Lakeside Advisors, Inc. are proud to announce
that Kristi Mandt, CFP has been invited and accepted into one of the nation’s most
exclusive group of financial advisors – Ed Slott’s Elite IRA Advisor Group. Ed Slott’s
Elite IRA Advisor Group is an invitation-only group of financial advisors dedicated
to solving the country’s biggest and most complex financial problem – effectively
managing the distribution of assets from Individual Retirement Accounts (IRAs).
To become a member of Ed Slott’s Elite IRA Advisor Group an advisor must be invited
by Ed Slott, CPA, nationally recognized as an unparalleled expert on all issues
relating to IRAs and retirement accounts. Mr. Slott is the author of The Retirement
Savings Time Bomb, Parlay Your IRA into a Family Fortune, and Your Complete Retirement
Planning Road Map. Mr. Slott’s website www.IRAHELP.com is visited by thousands of
financial advisors each month.
To become a member of Ed Slott’s Elite Advisor Group, a financial advisor must demonstrate
strength in understanding the complicated issues related to taking distributions
from retirement accounts as well as a professional commitment to providing the best
possible advice to clients. The 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.
“I speak to more than 50,000 financial advisors a year,” commented Mr. Slott. “I
can confidently say that
“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 disappearing, investors will have to
change their focus. The real issue now is how to get money out of their IRAs correctly
without losing an undue amount to taxes or penalties,” Mr. Slott said. “There are
very few advisors that even know what to look for. The Elite IRA Advisors Group
members not only know what to look for, they know what to do.”The Elite IRA Advisors
Group represents the top one-percent of all financial advisors in the country.”
Members of Ed Slott’s Elite IRA Advisor Group are armed with specialized knowledge,
tools, and programs such as The Complete IRA Care Solution™ that takes clients through
a diagnostic checklist to ensure that their IRAs are set up correctly.
ABOUT ED SLOTT & COMPANY: Ed Slott & Company is the nation’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 3 books
and the publisher of the leading IRA newsletter in the country with more than 5,000
subscribers.