Local Financial Firm To Host Event With National IRA Expert

Daniel A. White & Associates, a local financial services firm, will host an educational event with Ed Slott, a nationally recognized IRA expert, on Wednesday, May 8th at 6:00 p.m. in Wilmington, DE. Ed will discuss what to do to eliminate a big tax hit, how to avoid the most costly tax traps, how to stretch your IRA for your heirs up to three generations, the latest tax rules you can take advantage of, Roth IRA conversions, how to avoid the big “stealth taxes” and more. Attendees will hear facts and learn strategies designed to help. This is a free, educational event, that is open to the public. Space is limited and seats are filling up quickly. Those interested in attending this exclusive event can register by calling the office of Daniel A. White & Associates directly at 610-358-8942.

“I first studied with Ed Slott in 2006 when I attended one of his 2-day Instant IRA Success workshops, and in April of 2019, I joined Ed Slott’s Elite IRA Advisor Group℠,” said Dan White, president and CEO of Daniel A. White & Associates. “I wanted to host this event so that local community members can have the opportunity to benefit from Ed’s knowledge and expertise.”

“Retirement planning is complicated, and you need an IRA specialist who will invest in their education to eliminate risk and keep more of your retirement dollars for you and your family,” said Ed Slott, CPA, founder of Ed Slott and Company. “I’m honored to join Daniel A. White & Associates at this event to help educate the guests.”

Slott, named “The Best” source for IRA advice by the Wall Street Journal, has starred in several nationally aired public television specials and is an accomplished author of many financial and retirement focused books. Slott created The IRA Leadership Program and Ed Slott’s Elite IRA Advisor Group℠, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.

About Daniel A. White & Associates

Daniel A. White and Associates was founded in 1987 and specializes in addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Daniel A. White & Associates has five financial professionals and out of their two offices located in Glen Mills, PA and Middletown, DE, they serve more than 900 clients.

For more information on Daniel A. White & Associates, please visit www.danwhiteandassociates.com. For more information on Ed Slott, please visit: www.irahelp.com.