Ed Slott’s Master Elite IRA Advisor Group℠

Rob has been a professional tax preparer and registered with the IRS since 2008 to provide and enhance the level of support to the financial planning clients of Outlook Financial Center. In 2023, Rob made a commitment to elevate his knowledge by becoming a member of Ed Slott’s Elite IRA Advisor Group℠. Ed Slott and Company is the nation’s leading source of accurate and timely IRA expertise to financial advisors and institutions across the country. Advisors in this group have the ability to offer cutting-edge IRA information to help service their clients and clients’ families.

What is a Member of Ed Slott’s Elite IRA Advisor Group℠?

Members of Ed Slott’s Elite IRA Advisor Group℠ train with Ed Slott and his team of IRA experts on a continuous basis. Advisors in this group pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

Retirement planning is a personal and situational endeavor with possible pitfalls in the way of success. To navigate complications, you need an IRA specialist in this area. Work with a financial professional who invests in their education to eliminate risk and ensure you and your family keep more of your retirement dollars.

Ed Slott's Guide Library Includes Content On:

2025 Health Savings Account (HSA) Chart

2025 Retirement Plan Contribution Limits

2025 Tax Planning for Investment Income

2025 Tax Planning

Avoiding the 10% Penalty

Navigating Qualified Charitable Distributions