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Ed Slott        

Leading Financial Expert; named “The Best Source for IRA Advice” by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine

Ed Slott was named “The Best Source for IRA Advice” by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including the most recent, Ed Slott’s Retirement Rescue!

Ed established the IRA Leadership ProgramSM and Ed Slott’s Elite IRA Advisor GroupSM, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.

He hosts the popular websites, http://www.irahelp.com and http://www.theslottreport.com, and regularly presents continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys all across the country. His diverse client list includes Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Sammons Securities Company, Genworth Financial, Brokers International as well as a host of other major financial companies.

Ed is the author of the best-selling books, The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Ed Slott’s Retirement Decisions Guide: 2014 Edition (IRAHelp, 2014), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune (Penguin, 2008) and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites.

Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.

Speech Topics


Ed Slott is a nationally acclaimed Keynote Speaker with an educational and entertaining message for financial planners, insurance professionals, brokers, banks, mutual fund companies, business groups and consumers.

Ed addresses complex issues with everyday analogies and a style that makes learning enjoyable and engaging! His long-standing expertise in the industry and the field-based knowledge of his IRA technical team are displayed with programs such as:

  • Ed Slott's IRA Leadership Program (a full-day training customized for your company)
  • Ed Slott's Exclusive 2-Day IRA Workshop, Instant IRA Success
  • Ed Slott's Elite IRA Advisor GroupSM
  • Ed Slott as your Keynote Speaker
  • 1- or 2-hour programs (which can be tailored shorter or longer to meet your group’s needs)
  • Consumer Seminars
  • Corporate Seminars

Ed and his technical staff regularly speak for brokerage firms, banks and other financial institutions that provide IRA, Roth IRA, pension services, investment services and money management advisory services to their clients.

Ed Slott and Company is also available for in-house training as an IRA and tax consultant for your CPA firm, law firm, financial planning firm or brokerage firm. The AICPA (American Institute of Certified Public Accountants), State CPA Societies, Bar Associations and Certified Financial Planner Associations throughout the country consistently rate our national training sessions as the highest in all cities.

News


Ed Slott's Retirement Roadmap! | KPBS

Give at the $150 level during our TV membership campaign and receive the Ed Slott 2016 Combo featuring 18 DVDs; 2 CDs; 2 Books; 2 Guides; 2016 Tax ...

Retirement moves to make in 2016 - Chicago Tribune

In 2016, you can double down on IRA contributions, lock in a tax-free ... tax code that you can do early in the new year to affect last year's taxes," said Ed Slott, ...

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