Goetz fine tunes IRA knowledge at Ed Slott and Company training

As a part of Calvin P. Goetz’s commitment to expanding and maintaining his IRA knowledge, he completed several days of advanced technical training with Ed Slott and Company, America’s IRA Experts on April 30-May 1, 2015 in Denver, Colo.

Calvin Goetz

Calvin P. Goetz

Mr. Goetz, co-founder of Phoenix-based Strategy Financial Group, attended the elite training to better understand IRS and tax law updates to minimize lost retirement savings, according to a press release.

Retirement assets in the United States are estimated at $24.2 trillion dollars, according to The Role of IRAs in U.S. Households’ Saving for Retirement, 2014, the release states.

IRAs make up the largest single share of the retirement market, clocking in at an estimated $7.3 trillion.

IRAs, while the nation’s most popular retirement vehicle, hold unique and complex rules that can result in high taxes and fees if not followed properly.

“Retirement horror stories are sadly commonplace.” said Ed Slott, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal. “The information covered here both illustrated the horror stories and provided action steps to avoid them with clients and connect with new prospects in need of planning assistance.”

Mr. Goetz is a member of Mr. Slott’s Elite IRA Advisor GroupSM, a group of the nation’s top financial professionals committed to expert education on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients’ retirement accounts are set up and maintained correctly, the release states.

Recent updates covered at the workshop included the IRS’ new once-per-year rollover rule, Roth conversions, qualified charitable distributions and ABLE accounts for young disabled people.

Members of Ed Slott’s Elite IRA Advisor GroupSM studied advanced-level case studies in Roth IRA recharacterizations and rollovers, avoiding excess contribution penalties and navigating inherited IRAs.

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