Perrysburg advisor attends exclusive workshop with America’s IRA experts
By FLT Staff
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. 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. As a part of Jeff Bucher’s commitment to expanding and maintaining his IRA knowledge, Jeff completed several days of advanced technical training with Ed Slott and Company, America’s IRA Experts on April 30-May in Denver, Colorado. Jeff Bucher of Citizen Advisory Group learned IRS and tax law updates to minimize lost retirement savings.
“Retirement horror stories are sadly commonplace,” said Ed Slott, CPA, 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.”
Jeff Bucher is a member of Ed 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.
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 Master Elite IRA Advisor GroupSM studied advanced-level case studies in Roth IRA recharacterizations and rollovers, avoiding excess contribution penalties and navigating inherited IRAs.
Jeff welcomes requests for more information about retirement distribution planning and is well versed in the subjects of IRA and retirement planning strategies, Roth conversion planning, estate planning and leveraging current tax law.
About Ed Slott and Compmany, LLC:
Ed Slott and Company, LLC is the nation’s leading provider of IRA training for financial advisors. Mr. Slott is a nationally recognized IRA distribution expert, best-selling author, professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Road Map. To learn more about Ed Slott and Company, visit IRAhelp.com.
About Jeff Bucher:
Jeff Bucher is president of Citizen Advisory Group and is an Investment Advisor Representative of AlphaStar Capital Management, an SEC Registered Investment Advisor. He has a life and health insurance license with the state of Ohio. His membership affiliations include the exclusive Ed Slott’s Master Elite IRA Advisor Group™, the Forum 400, and he has also earned Top of the Table honors through the Million Dollar Round Table (MDRT). Bucher is a former standout wrestler at Ohio State, where he earned an athletic scholarship and honed his leadership skills en route to earning four varsity letters.