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Russell K. Jalbert, CFP®
The Smart Retirement
Income Strategies
Know what to tap and when — the right withdrawal strategy can help you make your money last and reduce your tax liability.
Jalbert Financial Clients Now Have Direct Access to the Nation’s Leading IRA Expert Strategies
Russell Jalbert, CFP® has joined the ranks of Ed Slott’s Elite IRA Advisor Group. This hand-picked team of leading financial pros are continually updated on the most recent tax law changes, legal cases, IRS rulings and planning strategies that affect their clients. This alliance is just another important benefit to ensure that Jalbert clients have access to the most savvy techniques for successful retirement planning.
Ed Slott at a Glance
Ed Slott was named “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds magazine.
He is a widely recognized professional speaker and created the nationally aired Public Television special, “Stay Rich Forever & Ever with Ed Slott” viewed by millions of Americans, in addition to his latest (2009) Public Television special, “Stay Rich for Life!”
Ed Slott has also created the IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.
Mr. Slott is the author of Stay Rich For Life! (Random House; 2009), Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse It (Penguin; 2008) and Ed Slott’s IRA Advisor, a monthly IRA newsletter. He also writes personal finance columns for numerous financial publications.
He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal.
Mr. Slott is often quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, The Los Angeles Times, The Boston Globe, Time, Newsweek, Fortune Magazine, Forbes Magazine, Money Magazine, Kiplinger’s Personal Finance Magazine, USA Today, Trusts & Estates, Bloomberg Personal, Medical Economics, Investor’s Business Daily, Smart Money and a host of additional national magazines and financial publications. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, National Public Radio, and Bloomberg TV and radio. Mr. Slott is also an internet consultant to financial information websites.
Russell Jalbert, CFP® has joined the ranks of Ed Slott’s Elite IRA Advisor Group. This hand-picked team of leading financial pros are continually updated on the most recent tax law changes, legal cases, IRS rulings and planning strategies that affect their clients. This alliance is just another important benefit to ensure that Jalbert clients have access to the most savvy techniques for successful retirement planning.
Ed Slott at a Glance
Ed Slott was named “The Best” source for IRA advice by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds magazine.
He is a widely recognized professional speaker and created the nationally aired Public Television special, “Stay Rich Forever & Ever with Ed Slott” viewed by millions of Americans, in addition to his latest (2009) Public Television special, “Stay Rich for Life!”
Ed Slott has also created the IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.
Mr. Slott is the author of Stay Rich For Life! (Random House; 2009), Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse It (Penguin; 2008) and Ed Slott’s IRA Advisor, a monthly IRA newsletter. He also writes personal finance columns for numerous financial publications.
He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA Planning section of The CPA Journal.
Mr. Slott is often quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, The Los Angeles Times, The Boston Globe, Time, Newsweek, Fortune Magazine, Forbes Magazine, Money Magazine, Kiplinger’s Personal Finance Magazine, USA Today, Trusts & Estates, Bloomberg Personal, Medical Economics, Investor’s Business Daily, Smart Money and a host of additional national magazines and financial publications. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, National Public Radio, and Bloomberg TV and radio. Mr. Slott is also an internet consultant to financial information websites.
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