Access Your Ed Slott Master Elite IRA Advisor Toolbox
HELPING AMERICANS KEEP MORE OF THEIR HARD-EARNED MONEY
Frank Oliver is a member of Ed Slott’s Master Elite IRA Advisor Group and is dedicated to helping diligent savers enter the second half of retirement with a plan to avoid tax and distribution planning dangers that can wipe away the sacrifice and hard-earned money made during their working years.
Below you will find tools & resources to help guide you down the path of developing a successful IRA and retirement tax minimization strategy.
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White Papers
We encourage you to take advantage of a complimentary one-hour Master Elite IRA Strategy Session with Frank Oliver.
"Taxes will be the single biggest factor that separates people from their retirement goals."
– Ed Slott
ED SLOTT MASTER ELITE IRA WHITE PAPERS
Click on the buttons below to get instant access to our easy-to-understand, informational white papers.
Ed Slott’s Top 10 IRA Rollover Mistakes
Choosing the Right Tax Professional in 5 Easy Steps
Avoiding Financial Mistakes in a Divorce in 5 Easy Steps
Holiday Conversations to have with Family this Season
Avoid the 10% Early Distribution Penalty in 5 Easy Steps
Roth IRA: To Convert or NOT To Convert in 5 Easy Steps
Using a Tax Refund to Fund an IRA in 5 Easy Steps
The SECURE Act and What it Means For You
The Power of Compounding
Leaving a Legacy - Life Insurance vs. Roth IRAs
Roth Conversions Opportunity Cost Myth Calculations
Don't let your IRA be an IOU to the IRS! Schedule your complimentary Master Elite IRA Strategy Session with Frank Oliver today!
Ed Slott, CPA
President & Founder of Ed Slott and Company, LLC
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”.
As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBUSINESS, NPR and Bloomberg.
Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020).
Frank E. Oliver, III
President & Founder
Ed Slott Master Elite IRA Advisor
Amazon Best-Selling Author
Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly 2 decades, positions him to have very clear insight into effective planning procedures.
Along with creating the T.I.M.E.™ process, Frank is an Amazon best-selling author and a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible.
Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.
ED SLOTT MASTER ELITE IRA STRATEGY SESSION
We’re passionate about helping you prepare for your financial future. Schedule your strategy session today to start building your retirement tax minimization strategy!
Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Oliver Asset Management. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.
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