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The Complete IRA Care Solution™

For many people their retirement accounts such as 401(k)'s, 403(b)'s, and IRA's are their single largest source of retirement savings, and often their largest asset. There are major tax advantages that can potentially allow people with IRA's to create tax-deferred and even tax-free wealth for themselves and their families, but these may be unknown and not commonly utilized by financial advisors and consumers.


This is why we believe consumers should work with financial advisors who are IRA specialists to take advantage of all the IRA distribution rules that are available. The average advisor is not an IRA distribution specialist and may not have the dedicated experience needed to address these issues. Without proper, up-to-date information, you may risk making an irrevocable decision that could potentially expose the largest single source of retirement funds or inheritance you may have, to unnecessary and accelerated taxation. Working with an Ed Slott trained Master Elite IRA Advisor who uses The Complete IRA Care Solution™ will provide you with access to an expert who has specialized training to address these issues...


The Master Elite IRA Advisor Group is an exclusive organization of Financial Advisors personally trained by the nationally acclaimed IRA Expert, Ed Slott, to a high level of IRA training. Ed Slott's Master Elite IRA Advisor Group has cutting edge IRA resources available such as immediate updates on the latest changes to IRA tax laws and continuous education that drills deep into the most complicated issues of IRA management and distribution. Members have ongoing access to the most up-to-date IRA information available in order to properly and professionally service their IRA clients and attract new
clients who need competent IRA advisors.

Clients who go through The Complete IRA Care Solution™ may gain confidence in knowing that their largest retirement asset is properly set up and that they and their beneficiaries will be able to retain family wealth longer by potentially avoiding excessive taxation.

The Complete IRA Care Solution™ is an exclusive system created by Ed Slott for the complete care of all IRA issues. This comprehensive program was created to address virtually every aspect of protecting and growing your retirement accounts. The Complete IRA Care Solution™ is divided into three major categories, covering over 250 key areas of IRA rules seeking to ensure that your retirement accounts are set up properly to minimize tax and maximize family wealth:

  • The IRA Owner's Care Solution™;
  • The IRA Beneficiary's Care Solution™; and
  • The Special Issues Care Solution™.

The following is a complete list of all modules:

The IRA Owner's Care Solution™ (modules):

• Beneficiary Form
• Custodial Form
• Stretch Distributions
• Estate Planning & Retirement Assets
• RMD(Required Minimum Distribution) Calculations
• Prohibited Transactions
• Rollover/Lump Sum Distributions
• Year End Checklist

The IRA Beneficiary's Care Solution™

• Spouse Beneficiary
• Non-Spouse Beneficiaries
• Separate Account Rules
• Successor Beneficiary
• Tax Breaks for Retirement Plan Beneficiaries

The Special Issues Care Solution™

• Charity as a Beneficiary
• Contributions to Retirement Plans
• Creditor Protection/Bankruptcy
• Disclaimer
• Divorce
• Early Distributions - 72(t)
• Early Distributions - 10% Penalty


• Incapacity
• International Transactions
• IRD (Income in Respect of a Decedent)
• Lump Sum Distribution Tax Breaks
• Minor as a Beneficiary
• Mistakes That Can Be Fixed
• Non-Cash IRA Distributions
• Private Letter Ruling Requests
• Real Estate/Alternative Investments
• Roth IRA
• Schemes and Scams
• Trust as a Beneficiary
• Unmarried Couple Planning

Ed Slott and Company LLC, RMH Advisors, LLC and LPL Financial are all separate, unaffiliated entities.

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