Press Release


FOR IMMEDIATE RELEASE                                     FOR MORE INFORMATION:

5/7/2013                                                               Michael L. Schwartz, RFC, CWS, CFS







Jenkintown, Pa – 5/7/13 Michael L. Schwartz completed advanced IRA distribution training at Ed Slott and Company’s recent Elite IRA Advisor GroupSM Workshop on May 2 – 5, 2013 in Dallas, Texas.  Schwartz spent several days with Ed Slott and Company, America’s IRA Experts, drilling deep into the complicated issues of IRA distribution planning and studying the most recent IRS rulings.


Covering recent updates such as the American Taxpayer Relief Act of 2012 and the Health Care Law’s tax consequences, Schwartz joined over 200 of the nation’s top financial professionals who are dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Arrangements (IRAs).  Attendees were educated 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. 


“Most estimates show that anywhere between 75% and 80% of all taxpayers will pay more tax in 2013 than they did in 2012. There are many reasons for this, and you need an advisor with the specialized knowledge to navigate an increasingly more complicated tax environment.” says Ed Slott, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.


Slott continues, “The 2013 tax laws brought some concrete planning guidance moving forward. We provide all of our Elite IRA Advisors with the tools they need to navigate through the American Taxpayer Relief Act and protect their clients.”


ABOUT ED SLOTT & COMPANY, LLC:  Ed Slott & Company, LLC is the nation’s leading provider of IRA training for financial advisors.  Mr. Slott is the author of several books on retirement distribution planning. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Rescue! 


Ed Slott has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.


ABOUT MICHAEL L. SCHWARTZ, RFC®, CWS®, CFS:  Mr. Schwartz is a Wealth Manager practicing in Jenkintown, Pa since 1991.  He has been in practice since 1984.  Mr. Schwartz has published numerous articles on Investment Planning in publications such as the Philadelphia Jewish Exponent, he advises affluent clients on matters dealing with Retirement Distribution Planning, IRA Rollover, Retirement Accumulation and other Investment, Insurance and Tax matters.  Mr. Schwartz offers securities through First Allied Securities, Inc., Member: FINRA/SIPC and advisor services through First Allied Advisory Services.




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