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Ed Slott, CPA Tax Advisor Educational Videos

Educational and other Insightful Videos

Below, you will find our entertaining and educational explanation videos and short online seminars that are available for your viewing pleasure. Simply click on the title of the video you would like to watch.

Traditional Brokers Vs. Fiduciaries

The wealth management industry is transitioning from traditional brokerage models toward the Registered Investment Advisor model. This new model offers fee-based money management through fiduciary capacity. This brief video illustrates how this subtle change eliminates conflicts of interest. It also helps to ensure you that Texas Retirement Solutions will provide you its best foot forward as you work together toward your retirement goals and objectives.

The Basics Of Fixed Indexed Annuities

One of the most misunderstood retirement vehicles is the Fixed Indexed Annuity. Annuities are capable of providing a variety of diverse solutions that may help some clients with their retirement needs. We believe working with a fiduciary advisor to help navigate this complex world of annuities is imperative. A fiduciary advisor helps determine if and which annuity might be best for you, and why our decisions provide you with peace of mind.

Questions to Help Evaluate Annuities

Due to the variety of annuities, along with numerous costs, benefits, and riders available in the marketplace, we believe our clients should know what questions to ask when considering whether a Fixed Indexed Annuity is the best option. This brief video will help give you clarity, insight, and understanding to make a more informed decision.

Tax Free Retirement Explained in 3 Minutes

Ed Slott, CPA Tax Advisor

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