Ed Slott
Ed Slott, CPA, is the nationally recognized IRA and retirement planning distribution expert, professional speaker, and bestselling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Ed serves as the Founder and President of Ed Slott and Company, the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. He is also a Professor of Practice at The American College of Financial Services, where he contributes to the Retirement Income Certified Professional® Program and supports faculty focused on retirement distribution planning. Ed is the go-to resource for the media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies. He is publisher of the popular monthly newsletter “Ed Slott’s IRA Advisor.”
Ed Slott Professional Experience / Academic History
Professional Experience
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Professor of Practice
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Founder, President and CEO
Academic History
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B.B.A., Accounting
ED SLOTT AND COMPANY
He provides advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace.
He answers retirement savers’ most important questions, continually providing practical, easy-to- understand information on IRA, retirement, tax and financial planning topics.
His diverse client list includes major corporations such as Fidelity Investments, American Express, Merrill Lynch, Nationwide Insurance, and Oppenheimer Funds.
His Elite IRA Advisor Group is composed of nearly 450 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies.
RECOGNITION
The Wall Street Journal The Best Source for IRA Advice
2020 InvestmentNews Innovator
2020 Sidney Kess Award Winner
The Foundation for Accounting Education Excellence in Estate Planning
The Foundation for Accounting Education Outstanding Service
MEDIA & PUBLICATIONS
Slott is an accomplished author of many financial and retirement-focused books.
He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, NPR, Fox Business, Bloomberg, and Morningstar.
He 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 has starred in several nationally aired public television specials including “Ed Slott’s Retirement Road Map” in 2017.
He is a contributing columnist and media resource to Financial Planning, Financial Advisor and InvestmentNews magazines.
SPEAKING
Slott regularly presents 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.
He has provided topical keynote presentations for corporate financial firms and financial membership organizations, including the Financial Planning Association, National Association of Personal Financial Advisors, Estate Planning Councils, and the American Institute of Certified Public Accountants.
He provides a monthly Q&A column to AARP.