Ed Slott's IRA Corner


At Capital Wealth Management, LLC, we're proud to be part of Ed Slott's Elite IRA Advisor GroupSM, a well known authority in the nation for accurate and timely IRA expertise. Ed Slott and Company serve as a go-to source for financial advisors, institutions, consumers, and media, providing vital insights without any financial product sales or endorsements.

Our affiliation with Ed Slott's Elite IRA Advisor GroupSM means that we're committed to staying on top of the ever-changing world of IRAs. We undergo rigorous training with Ed Slott and his team of IRA Experts, ensuring we meet strict criteria, including background checks, ongoing education, attendance at workshops and webinars, and passing mandatory exams. This dedication encourages that we're in the know about tax code changes and the latest in retirement planning. Plus, we have direct access to Ed Slott's America's IRA Experts to address any complex questions or planning needs you may have.

Retirement planning can be a daunting journey with potential pitfalls along the way, which is why you need an IRA specialist in your corner. By working with a financial professional who invests in their education, you can receive guidance to reduce risk and retain more of your hard-earned retirement dollars for yourself and your family.

Our membership in Ed Slott's Elite IRA Advisor GroupSM is an invaluable asset. With approximately 500 members nationwide, we are part of a select group armed with the most current and up to date IRA information to better serve our clients and their families.

So, what sets an advisor from Ed Slott's Elite IRA Advisor GroupSM apart?

  • The group is comprised of a diverse range of financial advisors, CPAs, estate planning attorneys, and insurance agents.
  • The group invests over $8,000 annually in IRA education to benefit our clients.
  • Members specialize in retirement distribution planning, to help ensure you receive knowledgeable guidance for your unique situation.

Welcome to Ed Slott's IRA Corner at Capital Wealth Management, LLC, where your financial future is in capable hands!

Content posted in Ed Slott’s IRA Corner was developed and produced by Ed Slott & Co. to provide information on a topic that may be of interest. Ed Slott and Ed Slott & Co. are not affiliated Capital Wealth Management, LLC. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.