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IRA UNIVERSITY: DAVID F ROYER

David F. Royer has over 45 years experience as a professional financial and estate planner. In 2002 he began studying the growing Stretch IRA market and qualified plan distribution. To date, he has trained literally thousands of financial advisors in the discipline of qualified retirement plan accumulation and distribution. He is a prominent columnist for several professional journals, published many books and often appears for media on the subjects of financial planning.

Currently Dave is focused on helping those who are retired or planning for retirement to take advantage of the new tax rules approved in 2002. These new rules can turn a modest IRA account into a life time of income that can span three generations. Their loved ones (children and grandchildren) will remember their sacrifices and successes for the rest of their lives.

Mr. Royer is now a nationally known speaker and writer whose teachings help to educate financial advisors on how to help their clients get the most out of their IRAs, 401(k) s and other qualified retirement accounts. David teaches a simple lesson: The IRS has given a great gift to IRA owners and their beneficiaries, "They just need a little help to unwrap it!"

 

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