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Ed Slott

Ed Slott and Company

ed@irahelp.com
(800) 663-1340

Edstottco

Ed Slott was named “The Best” source for IRA advice by the Wall Street Journal.

He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including the most recent, “Retire Safe & Secure! with Ed Slott (2018).

Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor GroupSM, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2018 Edition (IRAHelp, 2018) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2018). Slott also publishes Ed Slott's IRA Advisor, a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.

As a thought leader in the retirement industry, Slott is often quoted in The New York TimesThe Wall Street JournalForbesMoney, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.

He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious Excellence in Estate Planning and Outstanding Service awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.

About Us:

America’s IRA Experts

Education is the only avenue to avoid the roadblocks set up by "Uncle Sam" — a man with deep pockets just waiting to collect more taxes and penalties associated with unreliable, inadequate planning.

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. We neither sell nor endorse any particular financial product. We are an educational company working to:

  1. Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace; and
  2. Answer retirement savers’ most important questions and continually provide practical, applicable and easy-to-understand information on IRA, retirement, tax and financial planning topics 

Upcoming Live Webinars

TAX REFORM: IRA AND RETIREMENT PLANNING UPDATE

Available Date(s) Friday, July 20, 2018

9:00am Eastern
8:00AM Central
7:00am Mountain
6:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM: IRA AND RETIREMENT PLANNING UPDATE

Available Date(s) Monday, August 13, 2018

10:00am Eastern
9:00am Central
8:00am Mountain
7:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM: IRA AND RETIREMENT PLANNING UPDATE

Available Date(s) Thursday, September 20, 2018

4:00pm Eastern
3:00pm Central
2:00pm Mountain
1:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Archived Webinars Offered

TAX REFORM: IRA AND RETIREMENT PLANNING UPDATE

Date RecordedJuly 13, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other