Carl Smith completed several days of advanced training during Ed Slott and Company’s exclusive Elite IRA Advisor GroupSM workshop from Oct. 23 to 26 in Dallas, Texas, drilling deep into the complicated tax code to ensure his clients and families can keep more of their retirement savings.
Advisors were also educated on the intricacies of an IRA planning sector that makes up more than a quarter of the U.S. retirement marketplace.
Covering other recent updates such as IRS and Department of Labor guidance for same-sex couples, year-end tax planning and the health care law’s tax consequences, Smith was joined by more than 250 of the nation’s top financial professionals.
Carl Smith, president of The Smith Group, is an investment adviser representative for Prosperity Capitol Advisors, a registered investment advisory firm.
He has been a member in good standing with the Million Dollar Round Table since 1998 and Top of The Table since 2007. He is also an elite adviser with the Ed Slott IRA Group.
Smith attends tax planning conference