Media Center and Links

Many of Atlas Advisory Group’s partners have gone through extensive IRA industry training. David Buckwald is a member of Ed Slott’s Master Elite IRA Advisor GroupTM. This is an exclusive organization of financial advisors dedicated to being leaders in the IRA industry and providing clients competent advice with IRA distribution and wealth transfer solutions. To learn more about this organization, please click on the logo below.

The video material presented here is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider. Information provided is intended to be accurate as of initial air date but may not reflect current tax or legal requirements. Please consult with a qualified attorney, tax advisor, financial representative, or plan provider for the most current information.

'How 24 Hours Makes a Difference' MDRT 2008 Main Platform Speech Product guarantees, including insurance death benefit payments, are subject to the claims-paying ability of the issuing insurance company.

Retirement: Are you ready?

Qualified Plans: What you don't know may be more important that what you do know

5 Minute Lesson on Life Insurance Product guarantees, including insurance death benefit payments, are subject to the claims-paying ability of the issuing insurance company. Loans and partial withdrawals will decrease the death benefit and cash value and may be subject to policy limitations and income tax.

The Most Powerful Bank in the World Investments in securities and insurance involve risks, are not FDIC insured, are not deposits of or guaranteed by any bank, and may lose value.

Club versus Swing

Below for your convenience is a list of websites which may help you understand some of the greatest long-term challenges faced by our government and overall tax system. As always, if you have any questions, please contact us.

In selecting the links below, you will be leaving Atlas Advisory Group's website and may be viewing material that is not associated with Atlas Advisory Group, M Holdings Securities, Inc., or FINRA.  The information provided has been obtained from sources believed to be reliable, but there is no guarantee as to its accuracy.

Congressional Budget Office

U.S. Government Accountability Office

Office of Management and Budget

Social Security Estimator

Employee Benefit Research Institute

National Center for Policy Analysis

Women's Retirement Initiative

Status of the Social Security and Medicare Programs

National Priorities Project