Ed Slott’s Elite IRA Advisor Group
KaizenDriven by Kaizen—the pursuit of continual improvement—and powered by experience—Michael Brady delivers retirement strategies that evolve with you.
Elite Retirement Guidance
Expertise You Can Trust.
Strategies That Secure Your Future.
In March 2025, Michael Brady made a strategic decision to join Ed Slott’s Elite IRA Advisor Group, a nationally recognized network of top retirement planning professionals.
After attending a seminar in Orlando, Mike was inspired by the unmatched depth of expertise offered by Ed Slott—widely known as America’s foremost expert on IRAs and retirement planning.
For Mike’s clients, this means direct access to cutting-edge strategies that safeguard assets, minimize taxes, and maximize retirement security. It’s another way Generosity Wealth Management stays at the forefront of financial planning excellence.
The Advantage
Bringing Elite Retirement Expertise to Your Financial Plan
Advanced Tax Planning
Expertise in optimizing Roth conversions, Net Unrealized Appreciation (NUA), and tax-efficient withdrawal strategies.
Beneficiary Planning Insights
Up-to-date strategies following Secure Act 2.0 and complex RBD rules to ensure legacies are protected.
Small Business Retirement Solutions
Tailored guidance for SEP IRAs, solo 401(k)s, SIMPLE IRAs, and defined benefit plans.
Medicare Income Planning
Strategies to avoid IRMAA surcharges by managing income through careful withdrawal timing.
Charitable Giving Strategies
Utilizing Qualified Charitable Distributions (QCDs) to maximize impact and minimize taxes.
Backdoor Roth IRA Expertise
Helping high-income clients access Roth IRAs while staying compliant with IRS rules.
Proactive, Personalized Planning
Regular tax strategy sessions to adjust contributions, withdrawals, and maximize tax efficiency throughout the year.
The Benefits
A Commitment to Serving You with Excellence
With over 34 years of financial experience, Mike understands that qualified retirement plans—like 401(k)s and IRAs—are often a client’s largest asset after their home.
By joining Ed Slott’s Elite IRA Advisor Group, Mike continues his lifelong commitment to bringing clients clear, actionable advice, cutting through complexity, and empowering them to live with purpose and peace of mind.
This membership isn’t about titles—it’s about ensuring you have the most knowledgeable advocate by your side as you plan for today, tomorrow, and the next generation.
The Benefits of Working with a Member of Ed Slott’s Elite IRA Advisor Group℠
Let’s Build Your Future, Together
Ready to Plan Smarter for Retirement?
Mike Brady’s advanced expertise is available to every client of Generosity Wealth Management. Whether you’re maximizing a retirement rollover, planning your legacy, or strategizing around tax efficiency, you’re in expert hands.
Trusted Resources to Guide Your Retirement Strategy
As a proud member of Ed Slott’s Elite IRA Advisor Group, Mike Brady is committed to ongoing education and advanced training in retirement distribution planning. These exclusive one-page guides simplify complex topics like Required Minimum Distributions (RMDs), Roth IRA conversions, and Net Unrealized Appreciation (NUA)—helping you make confident, informed decisions about your financial future.
Each resource below is designed to provide practical, easy-to-follow steps you can use to better understand your options and optimize your retirement outcomes.
Curious about Net Unrealized Appreciation (NUA)?
This quick-start guide breaks down NUA in plain English. Whether you’re nearing retirement or simply want to better understand how to optimize your 401(k) distributions, these 5 steps can help you assess whether this strategy fits your financial plan.
Don’t let RMDs catch you off guard.
If you own a traditional IRA or retirement account, this guide will help you navigate Required Minimum Distributions with clarity and confidence. Learn how to calculate your RMD, when to take it, and how to avoid costly mistakes.
Thinking about a Roth IRA conversion?
Before you make the leap, review these 5 critical steps to determine if it’s the right move for your financial future. We break down the pros, cons, and strategic questions you should ask before converting retirement assets.