One of our founding partners, Mr. Thomas A. Lane, Jr., in addition to being a Certified Financial Planner™ and a Chartered Financial Consultant, has dedicated a tremendous amount of time and energy to learn the IRA Distribution Rules, both during one’s lifetime and at death. His understanding of the rules and years of “hands-on” application of these rules has helped many individuals preserve and enhance wealth for their families. Mr. Lane works very closely with his clients’ other advisors, particularly their estate planning attorneys, in developing IRA Distribution strategies that dovetail very nicely with the clients overall estate plan.

Mr. Lane has been trained by the nationally recognized IRA Distribution Expert, Edward Slott, CPA. Mr. Slott is a noted author and has been quoted extensively in the Wall Street Journal, Forbes, Money Magazine, and many other newspapers and magazines. He is a frequent guest commentator on several business news shows on the major networks as well as CNN and CNBC.

Mr. Lane is among a select few individuals in the financial services industry who have been trained by Ed Slott, CPA and was chosen to be a member of Slott’s “Master Elite IRA Advisor Group”. Mr. Lane, while he continues to receive monthly updates from Slott to keep well informed in this particular area, is no longer active in Mr. Slott’s organization and is no longer a member of the elite advisor program. Mr. Lane’s expertise in the field of IRA Distribution Planning has been applied in developing distribution strategies for many individuals who are fortunate enough to have accumulated significant amount of wealth in IRAs and retirement plans.

To learn more about Mr. Slott and his background, visit his website at www.irahelp.com.