IRS and Tax Law Education Necessary to Keep More Retirement Money

Local Phoenix Advisor Attends Exclusive Workshop with America's IRA Experts

Retirement assets in the United States are estimated at $24.2 trillion dollars, according to The Role of IRAs in U.S. Households’ Saving for Retirement, 2014.  IRAs make up the largest single share of the retirement market, clocking in at an estimated $7.3 trillion.

IRAs, while the nation’s most popular retirement vehicle, hold unique and complex rules that can result in high taxes and fees if not followed properly.  As a part of Calvin P. Goetz’s commitment to expanding and maintaining his IRA knowledge, CALVIN P. GOETZ completed several days of advanced technical training with Ed Slott and Company, America’s IRA Experts on April 30-May 1, 2015 in Denver, Colorado. CALVIN P. GOETZ of STRATEGY FINANCIAL GROUP learned IRS and tax law updates to minimize lost retirement savings.

"Retirement horror stories are sadly commonplace."

Ed Slott, CPA, a nationally recognized IRA-distribution expert who was named "The Best Source for IRA Advice" by The Wall Street Journal.

“Retirement horror stories are sadly commonplace.” says Ed Slott, CPA, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.  "The information covered here both illustrated the horror stories and provided action steps to avoid them with clients and connect with new prospects in need of planning assistance.

CALVIN P. GOETZ is a member of Ed Slott’s Elite IRA Advisor GroupSM, a group of the nation’s top financial professionals committed to expert education on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients’ retirement accounts are set up and maintained correctly. 

Recent updates covered at the workshop included the IRS’ new once-per-year rollover rule, Roth conversions, qualified charitable distributions and ABLE accounts for young disabled people.  Members of Ed Slott’s Elite IRA Advisor GroupSM studied advanced-level case studies in Roth IRA recharacterizations and rollovers, avoiding excess contribution penalties and navigating inherited IRAs.

CALVIN P. GOETZ welcomes requests for more information about retirement distribution planning and is well versed in the subjects of IRA and retirement planning strategies, Roth conversion planning, estate planning and leveraging current tax law.

ABOUT CALVIN P. GOETZ: Mr. Goetz is a Retirement Wealth Strategist, Investment Advisor Representative and the Co-Founder of Strategy Financial Group, an Arizona-based independent financial advisory firm.  He specializes in retirement income distribution and focuses on protecting and preserving the assets of his clients.  Mr. Goetz is dedicated to financial education and believes in Strategy Financial Group’s “gain and retain” philosophy with regards to retirement savings.  He is an Investment Advisor Representative, holding the Series 65 securities license, life and health insurance licensed in the state of Arizona, a member of Ed Slott’s prestigious Elite IRA Advisor Group™, a member of the National Ethics Association, and his firm, Strategy Financial Group, is an accredited member of the Better Business Bureau. For more information about Mr. Goetz and Strategy Financial Group, please call (602) 343-9303 or visit

ABOUT ED SLOTT and COMPANY, LLC:  Ed Slott and Company, LLC is the nation’s leading provider of IRA training for financial advisors.  Mr. Slott is a nationally recognized IRA distribution expert, best-selling author, professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Road Map.  To learn more about Ed Slott and Company, visit


Lesley Deason


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