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ABPW In The News - Local advisor attends conference with some of America’s IRA experts

As appeared on www.yourhoustonnews.com - January 16, 2014.

Estimates have shown between 75 and 80 percent of all taxpayers will pay more tax in 2013 than they did in 2012 according to Ed Slott, a nationally recognized IRA-distribution expert.
Sharon Duncan recently completed several days of advanced training during Ed Slott and Company’s exclusive Elite IRA Advisor GroupSM workshop in Dallas, drilling deep into the complicated tax code to ensure her clients and families can keep more of their retirement savings.
Advisors were also educated on the intricacies of an IRA planning sector that makes up more than a quarter of the U.S. retirement marketplace.
“IRAs total roughly $5.7 trillion in total retirement assets across the country,” says Ed Slott, professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Rescue! “They make up one of, if not the fastest growing component of the retirement market during the past 20 plus years. They have increased 10 percent per year on average since 1990.”
Covering other recent updates such as IRS and Department of Labor guidance for year-end tax planning and the Health Care Law’s tax consequences, Duncan was joined by more than 250 of the nation’s top financial professionals.
“When we first opened the doors to Selah Financial Services in 2007, it was with the intent to educate people on just the kinds of concepts we explored during Ed Slott’s workshop,” says Duncan. “Whether it’s about taxation codes, Social Security benefits, 401(k)s, pensions, or the biggest part of our business—retirement plans and retirement planning strategies—we love what we do and try to guide clients to a gratifying retirement lifestyle.”
Duncan welcomes requests for more information about recent changes to the tax code and up-to-date information on retirement planning.

ABPW In the News: Jennifer Bowers named to BAHEP 2014 Board

ABPW member Jennifer Bowers, has been named Treasurer of the Bay Area Houston Economic Partnership 2014 Board of Directors. Since 1976, BAHEP has provided leadership to stimulate regional economic development and employment.  

Jennifer is a partner with the law firm of Bowers & Sadler, LLP.