Find an Advisor Terms

Retirement Money is One of Your Largest Assets. Are You Working with The Right Advisor?

Your hard-earned money is at high risk for being lost taxes and fees if your advisor doesn’t know to ask you the right questions, isn’t aware of changes to the turbulent tax code, and/or hasn’t been trained in high-level retirement planning strategies.

Are you making the right moves with your retirement or are you building a savings account for Uncle Sam? The answer lies in education and working with a qualified advisor.

Members of Ed Slott’s Elite IRA Advisor Group^SM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops 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 complicated and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.

With new tax laws, important IRS rulings and an ever-changing financial climate, it is more important than ever for advisors to continually invest in their education. Members of Ed Slott’s Elite IRA Advisor Group^SM are dedicated to being leaders in the IRA industry and protecting their clients’ families’ futures.

Important Legal Information
Please read and either accept or decline the following terms.

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Welcome to www.irahelp.com, the Ed Slott and Company, LLC website (the "Site").  Ed Slott and Company, LLC, also doing business as:  Ed Slott, CPA; Ed Slott's IRA Advisor; Ed Slott's Elite IRA Advisor Group; Ed Slott's Master Elite IRA Advisor Group, and E. Slott and Company (collectively, "Ed Slott and Company") requires that all visitors to the Site adhere to both the Privacy Policy and Terms and Conditions as set forth herein.  By accessing the Site, you acknowledge and accept the terms of both the Privacy Policy and Terms and Conditions.

Please check this internal Privacy Policy and Terms and Conditions Site link periodically for changes, as your continued use of www.irahelp.com following any changes to the Privacy Policy or Terms and Conditions demonstrates that you acknowledge and accept all such changes.  All changes to the Privacy Policy or Terms and Conditions are effective on the date the change is posted to the Site.

IF YOU DO NOT AGREE TO THIS OFFICIAL WEBSITE PRIVACY POLICY OR TERMS AND CONDITIONS, YOU MAY NOT WANT TO ACCESS OR OTHERWISE USE THIS SITE.

ED SLOTT AND COMPANY, LLC WEBSITE PRIVACY POLICY

Ed Slott and Company is sensitive to the privacy of users of this Site and will make every effort to ensure that any personal information you provide us remains private.  This Privacy Policy explains our online information practices and the choices you can make about the way your information is collected and used by Ed Slott and Company.  In general, you can visit this Site without revealing who you are or disclosing any information about yourself. If you provide us with personal information, Ed Slott and Company may store and disclose this information only as allowed or required by applicable law, including making disclosures that are advisable or necessary:

a)	to preserve or protect the rights, safety, or property of Ed Slott and Company
b)	when required by law to comply with a judicial proceeding or court order
c)	to protect users of this Site from fraudulent or abusive use
d)	to comply and conform to any legal or regulatory requirements.

Ed Slott and Company will not trade, sell, or lease your personal information, but it may collect aggregate statistics about its Site and users. Please be aware, however, that it may be possible for others to read messages that you send over the Internet, so do not send by electronic communication any information that you would like to keep confidential.

Collection of Information Provided Voluntarily By Users of the Site
In certain parts of the Site, we may ask you to provide us with personal information so that we can provide you with information you request. You are under no obligation to provide us with this information, but without it, we may not be able to provide you the information you request.  The Site also may include certain features that allow you to communicate with us electronically. You are responsible if you choose to use these communication features to provide personal information to us (such as including your name in the body of an e-mail message). When you provide any personal information to us, you affirm that you are knowingly and voluntarily providing us such information.

Information Collected Via Internet Use
When you visit the Site, your browser automatically sends us an IP (Internet Protocol) address and certain other information (including the type of browser you use). We may use this IP address and other information to improve your access to the Site and otherwise to administer the Site.

Non-Use of Cookies
This Site does not use "cookie" technology (small files that are sent to your browser and stored on your hard drive to record how and when you use a site) to collect personally identifying information without your knowledge. While Ed Slott and Company does not use cookies, this Site does contain links to other websites that may use cookies, and Ed Slott and Company does not control the privacy policies of those sites.  This Privacy Policy statement applies only to information collected and maintained by Ed Slott and Company.
Limitation of this Privacy Policy to Ed Slott and Company
This Privacy Policy applies to this Site only and not to other sites including those sites that may be visited via a link from within this Site.  Any site that you visit through a link from this Site may have different privacy policies and Ed Slott and Company encourages you to review the privacy policies of such sites.
Opt-Out
You may ask Ed Slott and Company to delete any personal information about you and cease further contact at any time by sending us a request marked "Privacy:  Opt-Out" to the following address:  web@irahelp.com.  Ed Slott and Company will use all reasonable efforts to delete such information from its database.  While Ed Slott and Company is processing your request, you may continue to receive communications from us.
Contact Us
For additional information about the Privacy Policy of Ed Slott and Company, please send a request to:  web@irahelp.com.

ED SLOTT AND COMPANY, LLC WEBSITE TERMS AND CONDITIONS

Before accessing any part of irahelp.com, the Ed Slott and Company website, please carefully read the following Terms and Conditions. These Terms and Conditions govern your use of this Site and any links associated with it. Your use of the Site is predicated upon your agreement to abide by these Terms and Conditions.  Further, the Privacy Policy for this Site is incorporated herein. Ed Slott and Company makes no other representation or warranty except as is expressly provided herein.  If you do not agree with these Terms and Conditions, please do not access this Site.

Purpose of Site
Ed Slott and Company gives access to this Site at no charge to provide information about Ed Slott and Company and its services. Ed Slott and Company welcomes visitors to this Site, subject to the Terms and Conditions contained herein.  The sole authorized use of this Site is to obtain information about Ed Slott and Company and no other use is permitted unless otherwise authorized in writing by Ed Slott and Company.

Public Forums
Ed Slott and Company may make chat rooms, forums, message boards, and other interactive features available to you on the Site. Please remember that any information disclosed in these areas is not protected as confidential and becomes public information. You are solely responsible and should exercise caution when deciding to disclose any personal information in these areas.  Ed Slott and Company does not provide the information and content in any chat room, forum, message board, or other interactive feature provided on the Site.  Such information and content is provided by third parties and users of the Site not affiliated with Ed Slott and Company.  Ed Slott and Company does not warrant or guarantee that the information provided in any chat room, forum, message board or other interactive feature provided on the Site is accurate.

Prohibited Conduct
It is strictly prohibited to use any of the materials on this Site or to contact this Site with the intent of disrupting or damaging this Site, its contents, or its security measures.  No unsolicited e-mail (spam) may be directed to or through this Site.

Limitations of Liability and Disclaimer of Representations and Warranties
While Ed Slott and Company has attempted to publish only accurate, reliable, complete, and up-to-date information on this Site, Ed Slott and Company assumes no responsibility for, and makes no representations and/or warranties with respect to:

a)	the accuracy or completeness of any information displayed or distributed through the Site
b)	any errors  or omissions in the contents of this Site (which may include factual or typographical errors and/or technical inaccuracies)
c)	the presence or absence of computer viruses or other "bugs" that may have been embedded in or attached to this Site without the knowledge or consent of Ed Slott and Company
d)	the title to and/or non-infringement of any or all of the contents of this Site.

ALL MATERIALS AND INFORMATION ON THIS SITE ARE PROVIDED "AS IS" WITHOUT ANY IMPLIED OR EXPRESS WARRANTIES OF ANY KIND WHATSOEVER, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.  IN NO EVENT SHALL ED SLOTT AND COMPANY BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES, INCLUDING WITHOUT LIMITATION, LOST PROFITS OR REVENUES, COSTS OF REPLACEMENT OF GOODS, OR LOSS OR DAMAGE TO DATA, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF ED SLOTT AND COMPANY AND ITS SUBSIDIARIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

The above limitation or exclusion may not apply to you to the extent that applicable law may not allow the limitation or exclusion of liability for incidental or consequential damages. In that event, Ed Slott and Company's total liability to you for all losses, damages, and causes of action (in contract, tort, including without limitation, negligence, or otherwise) will not be greater than the amount you paid to access this Site.  To the extent that this limitation on liability is prohibited by operation of law, Ed Slott and Company's sole obligation to you for damages shall be limited to and under no circumstances exceed $1.00 (one dollar).

Additional Disclaimers as to Financial Advisors Identified on the Site
The Site may maintain a list of financial advisors who have attended certain intensive training seminars with Ed Slott and Company on IRA distribution planning issues including but not limited to:  IRA distribution planning; IRA distribution rules; IRA distribution tax rules; relevant court cases; IRS rulings; planning strategies; retirement account rollovers; inherited IRAs; estate planning for retirement accounts; and, related tax provisions. Such financial advisors are not affiliated with Ed Slott and Company or the Site.  Any financial advisors listed or otherwise identified on the Site conduct their own practices that are independent of Ed Slott and Company, and they are not representatives, agents, partners, employees, independent contractors, or otherwise associated with Ed Slott and Company.  Any representation made to the contrary by any of the financial advisors named on the Site is false.  Financial advisors listed on the Site have undertaken training with Ed Slott and Company.  Such training by Ed Slott and Company, however, is NOT conferred or certified by any government agency or any professional group (such as, for example, groups that confer the title "certified financial planner"). Any representation made to the contrary by any of the financial advisors identified on the Site is false.

Ed Slott and Company provides training to financial advisors in exchange for a fee.  During the course of such training, Ed Slott and Company provides financial advisors with instruction, IRA information, and various written materials that may help them apply the principles of planning IRA distributions to the affairs of a particular client.  The terms "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor identified on the Site is solely an indication that the financial advisor so identified has attended training provided by Ed Slott and Company.  Ed Slott and Company provides training to the financial advisors identified on the Site on a continuous basis.  The financial advisors identified on the Site receive ongoing training through Ed Slott's Elite IRA Advisor Group, Ed Slott's Master Elite IRA Advisor Group, or through other continuous training conducted by means of workshops, teleconferences, electronic correspondence or other conventional means of training.

Should you choose to hire, retain, or otherwise engage any financial advisor identified on the Site, Ed Slott and Company will receive no compensation or referral fee from the financial advisor for that engagement.

Ed Slott and Company makes no representations regarding the financial advisors identified on the Site or the quality of the service they provide.  ED SLOTT AND COMPANY EXPRESSLY DISCLAIMS RESPONSIBILITY FOR ANY FINANCIAL ADVICE OR ANY OTHER SERVICES PROVIDED BY ANY OF THE FINANCIAL ADVISORS IDENTIFIED ON THE SITE. YOU ARE RESPONSIBLE FOR YOUR CHOICE OF A FINANCIAL ADVISOR. YOU SHOULD CAREFULLY INTERVIEW ONE OR MORE POTENTIAL FINANCIAL ADVISORS, ASK FOR AND CHECK REFERENCES, AND OTHERWISE CAREFULLY ASSESS YOUR CHOICE OF A FINANCIAL ADVISOR.

Ed Slott and Company does not consult with, advise with, or help financial advisors identified on the Site with regard to any work those financial advisors do with their clients.  Accordingly, no advice or other services you may receive from a financial advisor, whether or not identified on the Site, was provided (directly or indirectly) or endorsed by Ed Slott and Company.  Ed Slott and Company is not responsible for and does not control, review, direct, oversee, or otherwise supervise any financial advisor identified on the Site or any advice provided by such a financial advisor.  ED SLOTT AND COMPANY DOES NOT GUARANTEE AND IS NOT RESPONSIBLE FOR THE RESULTS OF ANY INVESTMENTS YOU MAY MAKE IN RELIANCE UPON THE ADVICE OF THE FINANCIAL ADVISORS IDENTIFIED ON THE SITE.
 
YOUR HIRING, RETENTION, OR ENGAGEMENT OF ANY FINANCIAL ADVISOR IDENTIFIED ON THE SITE IS STRICTLY AT YOUR OWN RISK. BY ACCESSING OR USING THE LIST OF FINANCIAL ADVISORS IDENTIFIED  ON THIS SITE, YOU ACKNOWLEDGE, UNDERSTAND AND AGREE ED SLOTT AND COMPANY IS NOT RESPONSIBLE OR OTHERWISE LIABLE FOR ANY ADVICE PROVIDED, ACTS OR OMISSIONS (WHETHER NEGLIGENT, RECKLESS, OR INTENTIONAL), OR OTHER ERRORS OR MISCONDUCT BY ANY FINANCIAL ADVISORS IDENTIFIED ON THE SITE.  BY ACCESSING THE SITE AND CONTACTING OR OTHERWISE COMMUNICATING WITH ANY FINANCIAL ADVISOR IDENTIFIED ON THE SITE, YOU ACKNOWLEDGE AND ACCEPT THE TERMS OF THE TERMS AND CONDITIONS OF THE SITE AND HOLD ED SLOTT AND COMPANY HARMLESS AND WAIVE AND RELEASE ALL CLAIMS, BOTH KNOWN AND UNKNOWN, AGAINST ED SLOTT AND COMPANY WITH REGARD TO YOUR HIRING, RETENTION, OR ENGAGEMENT OF ANY FINANCIAL ADVISOR IDENTIFIED ON THE SITE.  IN NO EVENT SHALL ED SLOTT AND COMPANY BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES, INCLUDING WITHOUT LIMITATION, LOST PROFITS OR REVENUES, COSTS OF REPLACEMENT OF GOODS, OR LOSS OR DAMAGE TO DATA, ARISING OUT OF OR IN CONNECTION WITH YOUR HIRING, RETENTION, OR ENGAGEMENT OF ANY FINANCIAL ADVISOR IDENTIFIED ON THE SITE, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF ED SLOTT AND COMPANY AND ITS SUBSIDIARIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Additional Disclaimers as to Attorneys Identified on the Site 
The Site may maintain a list of attorneys who have identified themselves or otherwise made certain representations to Ed Slott and Company as having certain experience pertaining to IRA issues.  Ed Slott and Company does not warrant the validity of the information or representations made by such attorneys nor does it guarantee the quality of the work product of the attorneys identified on the Site.  The determination of the need for legal services and the choice of an attorney are important decisions and should not be based solely upon listings on the Site or an attorney's self-proclaimed areas of practice. Ed Slott and Company does not review the content of the information and representations provided by the attorneys identified on the Site.  A description or indication of limitation of practice by an attorney does not mean that any agency or board has certified that attorney as a specialist or expert in any indicated field of law, nor does it mean that such attorney is necessarily any more expert or competent than any other attorney.  ED SLOTT AND COMPANY EXPRESSLY DISCLAIMS RESPONSIBILITY FOR ANY FINANCIAL OR LEGAL ADVICE OR ANY OTHER ADVICE OR SERVICES PROVIDED BY ANY OF THE ATTORNEYS IDENTIFIED ON THE SITE. YOU ARE RESPONSIBLE FOR YOUR CHOICE OF AN ATTORNEY. YOU SHOULD CAREFULLY INTERVIEW ONE OR MORE POTENTIAL ATTORNEYS, ASK FOR AND CHECK REFERENCES, AND OTHERWISE CAREFULLY ASSESS YOUR CHOICE OF AN ATTORNEY.

Ed Slott and Company does not consult with, advise with, or help attorneys identified on the Site with regard to any work those attorneys do with their clients.  Accordingly, no advice or other services you may receive from an attorney, whether or not identified on the Site, was provided (directly or indirectly) or endorsed by Ed Slott and Company.  Ed Slott and Company is not responsible for and does not control, review, direct, oversee, or otherwise supervise any attorney identified on the Site or any advice provided by such an attorney.  ED SLOTT AND COMPANY DOES NOT GUARANTEE AND IS NOT RESPONSIBLE FOR THE RESULTS OF ANY INVESTMENTS OR LEGAL DECISIONS YOU MAY MAKE IN RELIANCE UPON THE ADVICE OF THE ATTORNEYS IDENTIFIED ON THE SITE.
 
YOUR HIRING, RETENTION, OR ENGAGEMENT OF ANY ATTORNEY IDENTIFIED ON THE SITE IS STRICTLY AT YOUR OWN RISK. BY ACCESSING OR USING THE LIST OF ATTORNEYS IDENTIFIED  ON THIS SITE, YOU ACKNOWLEDGE, UNDERSTAND AND AGREE ED SLOTT AND COMPANY IS NOT RESPONSIBLE OR OTHERWISE LIABLE FOR ANY ADVICE PROVIDED, ACTS OR OMISSIONS (WHETHER NEGLIGENT, RECKLESS, OR INTENTIONAL), OR OTHER ERRORS OR MISCONDUCT BY ANY ATTORNEY IDENTIFIED ON THE SITE.  BY ACCESSING THE SITE AND CONTACTING OR OTHERWISE COMMUNICATING WITH ANY ATTORNEY IDENTIFIED ON THE SITE, YOU ACKNOWLEDGE AND ACCEPT THE TERMS OF THE TERMS AND CONDITIONS OF THE SITE AND HOLD ED SLOTT AND COMPANY HARMLESS AND WAIVE AND RELEASE ALL CLAIMS, BOTH KNOWN AND UNKNOWN, AGAINST ED SLOTT AND COMPANY WITH REGARD TO YOUR HIRING, RETENTION OR ENGAGEMENT OF ANY ATTORNEY IDENTIFIED ON THE SITE.  IN NO EVENT SHALL ED SLOTT AND COMPANY BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES, INCLUDING WITHOUT LIMITATION, LOST PROFITS OR REVENUES, COSTS OF REPLACEMENT OF GOODS, OR LOSS OR DAMAGE TO DATA, ARISING OUT OF OR IN CONNECTION WITH YOUR HIRING, RETENTION, OR ENGAGEMENT OF ANY ATTORNEY IDENTIFIED ON THE SITE, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF ED SLOTT AND COMPANY AND ITS SUBSIDIARIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Should you choose to hire, retain, or otherwise engage any attorney identified on the Site, Ed Slott and Company will receive no compensation or referral fee from that attorney for that engagement.

Governing Law
The laws of the State of New York, without reference to any choice of law provision and regardless of the location of the user of the Site, shall govern any claims relating to the Site or the materials contained therein.  Any claim or cause of action that may arise in relation to this Site and its contents or lack thereof, shall be commenced and heard in the appropriate court in the State of New York, County of Nassau.

Intellectual Property
The information on this Site is owned by Ed Slott and Company, LLC, or its clients or otherwise used under license from the copyright owner. Ed Slott and Company's trademarks, logos, images, and service marks used on this Site are also owned by Ed Slott and Company and may be used only with Ed Slott and Company's written permission and with proper acknowledgement. This information is protected by state and federal law, and without Ed Slott and Company's prior written consent may not be copied, reproduced, transmitted, displayed, performed, distributed, rented, sublicensed, altered, stored for subsequent use, or otherwise used in whole or in part in any manner, except to the extent that the United States or New York State copyright laws authorize such use.

Copyright in all material on this Site is owned by Ed Slott and Company or its clients.  Copyright in any compilation of materials or resources provided on this Site is owned by Ed Slott and Company.  Copyright Ed Slott and Company, LLC.  All rights reserved.

Should you like to request use of materials copyrighted by Ed Slott and Company, please contact web@irahelp.com.
 
If you believe that any material on this Site violates your copyrights or other intellectual property rights, please contact us at web@irahelp.com and identify, with specificity, what material you allege to be your intellectual property and in what manner you believe that Ed Slott and Company has infringed upon your claimed rights, so that Ed Slott and Company may make an informed decision about possible corrective measures.

Links
This Site contains links to certain third party sites that are not controlled by, affiliated, or associated with Ed Slott and Company.  Ed Slott and Company is not responsible and assumes no responsibility for the contents of any Internet website not expressly controlled by Ed Slott and Company, or for any potential damage arising out of or in connection with the use of any such link. Access to any other Internet sites linked to this Site is at the user's own risk.

If you choose to visit any third party Internet site linked from the Ed Slott and Company Site, be aware that the third party sites, not Ed Slott and Company, govern such sites' privacy practices, and terms and conditions. Links are provided for your convenience, and inclusion of such links does not imply Ed Slott and Company's endorsement, adoption or approval of the content, website policies, substance or other information available through such third party Internet website links.

Contact Us
If you have any questions regarding the Terms and Conditions for this Site, please send all inquiries to:  web@irahelp.com.

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