Al Martinez Receives IRA “Expert Designation” From Ed Slott
FOR IMMEDIATE RELEASE
Al Martinez Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC
Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop
Loveland, CO 10/07/2019– Al Martinez, with Americas Financial Solutions Group, completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC, in Dallas, Texas on September 19-20, 2019. The workshop, which was attended by members of Ed Slott’s Elite IRA Advisor GroupSM, provided in-depth technical training on advanced retirement account planning strategies and estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement.
“Right now, the SECURE Act has passed the House by an overwhelming 417-3 margin and is with the Senate for consideration. If passed as written, it would dramatically impact key retirement planning strategies,” said Ed Slott, CPA, founder of Ed Slott and Company and a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.
Martinez is part of an exclusive group of elite financial professionals that prioritizes their retirement planning education. With this ongoing training, Martinez can offer the latest insight on how best to prepare for any necessary updates their financial plan may need.”
Highlights from this event included: 2019 year-end tax planning strategies, including qualified business income deductions, coordination with retirement accounts and qualified charitable distributions; tax breaks for company stock using net unrealized appreciation (NUA,) including key evaluation criteria, timelines, triggering events, and a recommended protocol for advising if NUA is in a client’s best interest; key considerations of gifting strategies under current gift and estate laws; required minimum distribution (RMD) exceptions, calculations, and mistakes; early distribution strategies to avoid the 10% penalty before age 59 ½ and more.
The training was provided by Ed Slott and Company’s team of retirement experts, including Ed Slott, CPA; Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and newest team member and ERISA attorney, Ian Berger, JD. Ed Slott and Company and many of the advisors in Ed Slott’s Elite IRA Advisor GroupSM are the go-to resources for attorneys, CPAs, and other financial advisors because of their in-depth knowledge and expertise in all areas of a retirement account and income planning. This workshop also provided approved continuing education (CE) credit through American College, CFP® Board, IRS, and CPE for retirement savings and income planning, federal tax law topics, and general financial education.
Members of Ed Slott’s Elite IRA Advisor GroupSM have year-round access to Ed Slott and Company’s team of retirement experts for consultation on advanced planning topics. The membership also includes step-by-step processes, including the Complete IRA Care Solution™ 30-module planning guide. Members also have access to proprietary worksheets, pamphlets, and presentations, including The NUA Timeline, 2019 Halftime Strategy Report, Ed Slott’s 2019 Retirement Decisions Guide, and Planning for the End of the Stretch IRA that they can use when working with clients.
“From natural disasters and market volatility to evolving legislation, there are so many rapidly changing factors impacting retirement and tax planning today. These changes can have a significant and costly impact on one’s retirement savings,” said Martinez. “Through my membership with Ed Slott and Company, I am constantly studying the latest retirement laws and strategies. At these workshops, I am collaborating with some of the best financial minds in the country and constantly discovering new ways to provide the most tax-advantageous strategies possible to my clients.”
Martinez can be contacted for more information on IRA and retirement-related questions. Please visit https://www.americasfsg.com or call 303.478.3348.
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs, and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of more than 400 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. He has hosted several public television specials, including “Retire Safe & Secure! with Ed Slott.” Visit https://www.irahelp.com for more information.
About Al Martinez: For more than two decades, Al Martinez has been an advisor and general agent in the financial services industry, helping clients to make sound financial decisions in the areas of insurance and retirement planning.
As the host of the Retirement & Income Radio show, Al’s focus is on providing safe money retirement strategies and solutions, exploring ways to protect retirement money, increase income, and protect against potential market losses and economic volatility, including health circumstances, taxes, and those unforeseen situations that can be devastating to principal assets in retirement.
Al’s background includes a career with the U.S. Forest Service as a member of a national call-out team to manage fires all across the nation. His expertise was protecting firefighters through developing and implementing fire safety training and oversight. This same concept of protection is extended into Al’s career as an expert in helping people retire with safety and security, providing financial solutions to protect their hard-earned and precious retirement assets.
Al is the proud father of three daughters and enjoys rafting, hiking, biking, and fishing in the great state of Colorado.
Make sure your money is working as hard for you as you did to accumulate it! Give Al a call and let him provide you with a purpose-driven view of your retirement goals.
America’s Financial Solutions Group, LLC https://www.americasfsg.com
Al Martinez
Certified Financial Fiduciary®
Ed Slott Elite IRA Advisor
Americas Financial Solutions Group, LLC
al@americasfsg.com
303-478-3358
1-888-418-3358
americasfsg.annuity.com/
My Story: youtu.be/Al.Martinez
Annuities – IRA/Roth IRA – 401(k) Rollovers
Long Term Care Ins. – Life Insurance
