About Ed Slott


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 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. And in 2022, he launched a podcast, The Great Retirement Debatein collaboration with Jeffrey Levine, CPA/PFS, CFP®, providing lively commentary on opposing sides of retirement planning strategies. 

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 TimesThe 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, CNBCCNNFOXFox Business, NPR, Bloomberg and Morningstar. He is one of the top pledge drivers of all time with his educational specials, including his most recent, Ed Slott’s Retirement Freedom! (2022).

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.

Interested in having Ed at your next event?

Call (800) 663-1340 or contact us today!