News & Press

Ed Slott doesn't look the part of media megastar.

The bespectacled, silver-haired certified public accountant can walk near his office in Rockville Centre or his home in Oceanside unrecognized and unaccosted.

But in the world of retirement advice, the Slott brand is nearly everywhere.

Ed Slott and Company LLC runs workshops for legions of retirees and financial advisers nationwide.(Slott estimates "hundreds of thousands" in the past 20 years.) He has authored or co-authored more than a dozen books like the newly released "The New Retirement Savings Time Bomb" and "Your Complete Retirement Planning Road Map: The Leave-Nothing-to-Chance, Worry-Free, All-Systems-Go Guide."

Christine Benz: Hi, I'm Christine Benz for Morningstar.With most taxpayers claiming the standard deduction, that means they don't receive credit for charitable giving on their tax returns

As new $1,400 stimulus checks start arriving, some people may be asking why they received less than they were expecting — or no money at all.

This third round of direct federal payments was authorized by Congress and President Joe Biden earlier this month through the $1.9 trillion American Rescue Plan.

Do you have clients who took coronavirus-related distributions, or CRDs, in 2020?If so, they face an immediate decision about how to include the CRD in taxable income

In this video interview, Ed Slott, author of The New Retirement Savings Time Bomb walks through five actionable steps to protect your retirement savings from the taxman. 

Christine Benz: Hi, I'm Christine Benz for Morningstar.The SECURE Act, passed in late 2019, brought about the demise of the so-called "stretch IRA." Joining me to discuss the implications for tax and retirement planning is tax and retirement expert, Ed Slott

Bro interviews tax expert Ed Slott about his latest book, “The New Retirement Savings Time Bomb.” Also, can using an app influence your financial behavior for the better?

There’s a time-bomb waiting in your IRA.Tax and IRA expert Ed Slott joins us today to share what the death of the Stretch IRA means for your retirement, and how the SECURE Act has made some big changes to the way your money is treated long after you’re gone

If you've had a toe in the stock market for more than a few years, you likely have grown increasingly giddy watching your profits pile up.But there's a flip side to the story: Eventually, you might need to share a lot of those gains with your partner.

If you've had a toe in the stock market for more than a few years, you likely have grown increasingly giddy watching your profits pile up.But there's a flip side to the story: Eventually, you might need to share a lot of those gains with your partner.