IRA Experts

Local CTS Receives Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC

Charlotte, NC – 11/28/2017 – Don Rasmussen, CTS, CAP, Quartermaster Tax Management completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Kansas City, Missouri October 26-27, 2017. 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, estate planning techniques and new tax laws, including a special focus on Roth IRA planning, as the 20th anniversary of the Roth IRA is January 1, 2018.