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Ed Slott Master Elite IRA Resources
Helping Americans Keep More Of Their Hard-Earned Money
Bill Burke is a member of Ed Slott’s Master Elite IRA Advisor Group and attends regular trainings to stay up to date on the changing tax laws and evolving strategies. Bill is dedicated to helping diligent savers enter the second half of retirement with a plan to help avoid tax and distribution planning risks that can wipe away the sacrifice and hard-earned money made during their working years.
Get access to Ground Rush Financial's Exclusive Ed Slott Master Elite IRA resources below and when you're ready, schedule a complimentary one-on-one Master Elite Retirement Review to see how Bill can help you create a plan to avoid unnecessary taxation in retirement.
"Taxes will be the single biggest factor that separates people from their retirement goals."
– Ed Slott
What is an Elite IRA Advisor?
Key Resources & Information
How Safe Is Your Retirement Quiz
Take this simple self-evaluation of your personal retirement plan risk. It is designed to flush out the biggest mistakes people make with retirement distribution planning.
SECURE Act Summary
This law includes significant changes to retirement accounts. How will it affect you and your retirement savings? Here are some highlights.
Spousal Beneficiary Options
Use this chart to determine the best course of action when a spouse beneficiary inherits an IRA in 2020 or later.
Ed Slott Master Elite IRA Advisor In California
Ground Rush Financial is located in Walnut Creek, CA in the East Bay Area outside of San Francisco, but we provide Ed Slott Master Elite IRA strategies to the entire San Francisco, CA metro and surrounding areas.
About Ed Slott
Ed Slott, CPA
President & Founder of Ed Slott and Company, LLC
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”.
As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBUSINESS, NPR and Bloomberg.
Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020).
Bill Burke
President & Founder
Ed Slott Master Elite IRA Advisor
Bill Burke has spent the majority of his career working in the financial services industry. In 2013, he founded GroundRush Financial, LLC, with a mission to help clients preserve their assets and generate a stable retirement income. Bill believes you must plan on living well until age 100.
He has earned the following credentials:
- Certified Financial Planner
- Chartered Life Underwriter
- Master Elite IRA Advisor, Ed Slott IRA Organization
Bill graduated from the University of California with a bachelor’s degree in political science. He is also a U.S. Army veteran and has great respect for those who dedicated their lives to serving and protecting our country.
He is the proud father of three adult children: a detective, a musician and a small business owner, as well as the proud grandfather of four granddaughters. He volunteers as an Honor Guard for the Sacramento Valley National Cemetery.
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We’re passionate about helping you prepare for your financial future. Request your Master Elite Retirement Strategy Session to get started building your retirement tax minimization strategy!
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Investment advisory services offered through Redwood Private Wealth, a SEC-Registered Investment Advisor. Redwood Private Wealth does not provide legal or tax advice. Investment Advisor Representatives of Redwood Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through William D. Burke & Co., Inc. Securities transactions for Redwood Private Wealth clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21927 - 2022/5/31
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