Jane Bourette, owner of Coast to Coast Financial Planning, LLC has been accepted as a member of Ed Slott’s Elite IRA Advisor GroupSM, an exclusive membership group dedicated to the mastery of advanced retirement account and tax planning laws and strategies.
Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of more than 475 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies.
Members of Ed Slott’s Elite IRA Advisor GroupSM train with Slott and his team of IRA experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars and complete mandatory exams. They are notified of changes to the tax code and updates on retirement planning, so clients can be sure their retirement dollars are safe from unnecessary taxes and fees. Members have access to Ed Slott’s team of experts.
“The timing is good,” said Bourette. “The SECURE [Setting Every Community Up for Retirement Enhancement] Act was passed in 2020, changing the rules for most popular retirement plans and it was the first major retirement-related legislation enacted since the 2006 Pension Protection Act. There are many potential tax implications that clients need to be aware of for themselves and their beneficiaries and I am gaining knowledge with a direct line to the experts when needed.”
Coast to Coast Financial Planning LLC was founded in 2012 by Jane Bourette to help people with retirement income, long term care and leaving the legacy they plan for. Coast to Coast has offices in Chatham and on Nantucket, with trusted professional resources that includes investment advisors, estate attorneys, CPAs and more. Bourette and her team devise customized financial solutions to enable clients to reach their retirement income goals, address concerns about outliving their savings and plan for potential long-term care and estate planning needs.
Ed Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. His latest books include “The New Retirement Savings Time Bomb,” “Ed Slott’s Retirement Decisions Guide: 2022 Edition,” and “Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s.” He has hosted several public television programs, including his latest, “Ed Slott’s Retirement Freedom!”, is a Professor of Practice at The American College of Financial Services and a columnist for AARP. Visit irahelp.com for more information.
For more information or to schedule a consultation, contact Coast to Coast Financial Planning at 508-945-7500 or visit www.CtoCFP.com