Snellville Father-Daughter Team Share Coveted Designation

April Reed Crews, a local investment advisor representative, recently was accepted into Ed Slott’s Master Elite IRA Advisor Group, one of the nation’s most exclusive groups of financial advisors. By earning this designation Crews, who was born and raised in Snellville, has joined the ranks of her father, Gary W. Reed and 272 other professionals bearing this title.

Advisors must meet specific criteria for two consecutive years in order to earn designation as a member of the Ed Slott Master Elite IRA Advisor Group. Currently only 274 advisors in the U.S. have achieved this elite status.

Reed stresses the importance of maintaining this level of education as the tax laws change, “You don’t want a beneficiary document mistake to make the government the biggest beneficiary of the savings you have worked your whole life to accumulate. Beneficiary document mistakes are often the biggest oversight in retirement planning. An IRA/401k is very much like a safe plane ride. The take-off and landing are equally important,” says Reed. “Your beneficiary documents must be set up properly from the beginning so that your spouse, children, and grandchildren can take advantage of current tax laws. In addition, the account has to be administered properly so that your family will be able to continue the legacy you created from generation to generation.”

The father-daughter team of Reed and Crews works together at a local retirement planning firm. Reed Financial Group is a firm with 34 years of experience in the financial services industry. The firm strongly believes that an alliance with Ed Slott and Company is vital for advisors working with retirement accounts.

“Designations like this are critically important because many IRA planning mistakes made with beneficiary documents, tax planning, and distributions are costly and irreversible,” stated Crews in a press release. “Investors should also ensure that they are working with an Investment Advisor Representative – an advisor who has a legal fiduciary responsibility to act in the clients best interests.”

Ed Slott and Company, LLC is the nation’s leading provider of IRA training for financial advisors. The Wall Street Journal has referred to Ed Slott as “The Best” source for IRA advice. Mr. Slott created the nationally aired “Stay Rich Forever and Ever with Ed Slott and he is the author of several publications including Your Complete Retirement Planning Road Map.

For more information on Reed Financial Group visit www.reedfinancialgroup.net and www.irahelp.com.

Investment advice is provided by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Reed Financial Group. Securities transactions for Horter Investment Management, LLC are placed through Pershing Advisor Solutions and Trust Company of America.