It’s no secret that our governing values of independence, transparency and lifelong learning form the cornerstones of every one of our relationships. To ensure we remain experts on the constantly-evolving cases, rules and regulations that affect your financial lives, we seek out the most highly-regarded educators in each element of wealth management. For IRA strategies and retirement planning, we leverage the knowledge and resources of Ed Slott and his organization.
(bonus points if you can identify the guy at the 38-second mark)
The views expressed are those of Ed Slott and Company and are independent of those of Kestra IS. Kestra IS makes no representations as to the suitability or validity of any information provided by Ed Slott and Company. Ed Slott and Company is not affiliated with Kestra IS.