Dunlap Wealth Strategies has announced that Ray Dunlap has been accepted into the nation’s most exclusive group of financial advisors — Ed Slott’s Elite IRA Advisor Group. The exclusive grou is comprised of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).

To become a member of Ed Slott’s Elite IRA Advisor Group, an advisor must be accepted by Ed Slott, CPA, nationally recognized as an unparalleled expert on all issues relating to retirement accounts, specifically IRAs, and is cited as “The Best” source for IRA advice by The Wall Street Journal. Slott is the author of “The Retirement Savings Time Bomb…And How to Defuse It,” “Parlay Your IRA into a Family Fortune” and “Your Complete Retirement Planning Road Map.” Slott’s website, www.irahelp.com, is visited by thousands of financial advisors each month.

To become a member of the elite group, a financial advisor must demonstrate strength in understanding the complicated issues related to taking distributions from retirement accounts as well as a professional commitment to providing the best possible advice to clients. This group is personally trained by Slott and his team of IRA experts. Training involves multiple live sessions as well as on-going instruction throughout the year.

“I speak to more than 50,000 financial advisors a year,” commented Slott. “I can confidently say that The Elite IRA Advisor Group represents the top 1 percent of all financial advisors in the country.”

“Since IRAs were first established, the only thing most advisors and investors have worried about is how to get money into them. Now, with baby boomers entering their retirement years, and once-secure pensions disappearing, investors will have to change their focus. The real issue now is how to get money out of their IRAs correctly without losing an undue amount to taxes or penalties,” Slott said. “There are very few advisors that even know what to look for. The Elite IRA Advisor Group members not only know what to look for, they know what to do.”

Members of the advisor group are armed with specialized knowledge, tools and programs such as The Complete IRA Care Solution that takes clients through a diagnostic checklist to ensure that their IRAs are set up and maintained correctly.

Dunlap Wealth Strategies (www.raydunlap.com) is a full-service, fee-based financial planning firm that has served the Fayette County area since 1999. Ray Dunlap, Certified Financial Planner and president of the firm, has been an investment professional since 1984 in both Florida and Georgia.

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