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Ed Slott
Nationally Recognized IRA Distribution Expert, Professor, Television Personality & Best-Selling Author
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides: 1.) Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and 2.) Answers to retirement savers’ most important questions, continually providing practical, easy-to-understand information on IRA, retirement, tax and financial planning topics.
Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly presents keynote presentations on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys, including virtual events drawing thousands of attendees nationwide.
Among the most popular of his resources are his advanced training programs for financial professionals. He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, an organization of more than 500 of the nation’s top financial professionals who attend his ongoing continuing-education programs to maintain a mastery of advanced retirement account and tax planning laws. Additionally, his Instant IRA Success program is a live 2-day IRA workshop covering up-to-the-minute information with immediately actionable intel, and IRA Success is an on-demand, CE-eligible, 12-course program powered by The American College of Financial Services.
Mr. Slott is an accomplished author of many best-selling financial books, with his latest, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) scheduled for release in 2024. He also authors, IRA Advisor, a monthly newsletter for financial professionals to stay educated on “all things IRA.” His popular website, irahelp.com, is a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers.
As the go-to resource for media on timely insight on breaking news as it relates to retirement and tax planning laws and strategies, Mr. Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He regularly provides a Q&A column to AARP and is also a contributing columnist and media resource to Financial Advisor and InvestmentNews magazines. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, Fox Business, NPR, Bloomberg and Morningstar. He is one of the top pledge drivers of all time with his public television educational specials.
Mr. Slott has been recognized for his significant contributions to the financial industry as an InvestmentNews Innovator, Sidney Kess Award Winner for excellence in continuing education by the AICPA®, ThinkAdvisor Luminary Award winner, and 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 is Accredited Estate Planner (AEP) distinguished. He is also 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.
Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.
Videos
Speech Topics
Ed Slott’s Best Year-End Strategies: Retirement Tax Planning
The final weeks of 2024 present a critical planning window for advisors to connect with clients, prospects, and centers of influence on the best tax planning options of the year. Learn CPA and recognized IRA Expert Ed Slott’s best strategies to help clients reap tax savings from tax planning moves that may not be available after this year.
Advise on year-end Roth conversions to eliminate the uncertainty of future higher tax bills
Turn ordinary 401(k) income into capital gains using the tax break for net unrealized appreciation for company stock – many employees and their advisors have no idea this is even available to them!
Last-minute tax-efficient charitable planning strategies using QCDs (qualified charitable distributions)
Life insurance planning moves after the SECURE Act eliminated the stretch IRA
How to lock in the generous gift and estate tax exemptions before they are reduced
Estate planning after the SECURE Act – plans need updating immediately
The Big Decision: Rollover, Stay Put or Withdraw?
With more than 250,000 employees impacted by layoffs in the tech sector alone in 2023, more people than ever are in need of knowledgeable advice for managing their company retirement plans. Plus, from the DOL to SEC Reg BI and various state departments continuing to advance best interest standards and documentation procedures, most financial advisors are not prepared to help clients with critical rollover decisions. These are regulations that are actively in effect today! Learn the exact process you need in order to act as a fiduciary advising on rollover decisions, including:
The 3 options available for a company plan when leaving an employer
Explaining the drawbacks, considerations and benefits of each option to clients
The 17 questions to ask and document with your clients when navigating rollover decisions
Costly pitfalls to avoid creating a significant taxable event
IRA Leadership Program
Financial institutions and their advisors have a demand for IRA coaching and educational programs, as well as access to the most up-to-date IRA information. This is a comprehensive and customizable corporate training program that:
Transforms the business growth mindset to one that establishes education as the top revenue driver
Delivers a wealth of IRA strategies that save relationships, grows client bases, and emulates fiduciary responsibilities
Provides technical expertise to help your advisors become recognized IRA leaders
Program Features
Customized presentations tailored for your audience and up-to-the-minute news
CE / CPE eligible content
Interactive Q&A with the team of America’s team of IRA Experts, either live or via chat
For online programs, virtual polling opportunities may be available that can deliver powerful insights for highly targeted follow-up to key relationships (subject to your hosting technology)
Referral Relationship Builder
Want to forge or strengthen relationships with CPAs, attorneys or other financial professionals in your network? Host an event with America’s IRA Experts offering timely CE/CPA educational opportunities. This creates the perfect forum to showcase how your services and expertise can deliver new value to their clients and forge meaningful and mutually beneficial partnerships.
Advisor Training Programs
Want to attract leading financial advisors to your organization? Looking for ways to deliver increased value and fuel business growth for your affiliated advisors? Book Ed Slott to headline your next event to pack the house with the best of the best—those who are committed to:
Maintaining ethical integrity & professional education
Serving their clients’ best interest with high-value financial planning and
Working with high-net-worth and high-income clients
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