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Ed Slott

Best-Selling Author & IRA Expert

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  Ed Slott Profile

Ed Slott was named "The Best Source for IRA Advice" by The Wall Street Journal. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott`s Retirement Rescue!, viewed by millions of Americans.

Ed established the IRA Leadership Program and Ed Slott`s Elite IRA Advisor Group, which were developed specifically to help financial institutions and advisors become recognized leaders in the IRA marketplace.

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Ed Slott Profile
Ed Slott was named "The Best Source for IRA Advice" by The Wall Street Journal. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott`s Retirement Rescue!, viewed by millions of Americans.

Ed established the IRA Leadership Program and Ed Slott`s Elite IRA Advisor Group, which were developed specifically to help financial institutions and advisors become recognized leaders in the IRA marketplace.

He hosts two popular websites, irahelp and theslottreport, 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: 2012 Edition, 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.

  Ed Slott Talk Titles

IRA Leadership Program

IRA Leadership Program
Make Your Company a Leader in the Industry
The requests piled in. Financial institutions and their advisors were in dire need of an IRA coaching and education program, and access to updated IRA information.

To meet this high demand for increased training, we created the IRA Leadership Program. This comprehensive corporate training program is NOT like the disconnected training seminars that do not provide financial institutions and advisors with structured expertise.

What we DO provide is a clearly-defined program that is specifically designed to increase YOUR IRA knowledge and competency. That mission begins with Ed Slott, America`s IRA Expert, and his wealth of knowledge along with his and his technical staff`s ability to translate that information into understandable technical terms that are tailored to your company.

The IRA Leadership Program helps you achieve your corporate objectives by becoming a recognized IRA leader in your industry. The training program will help you boost your bottom line and enhance your reputation in the field.

Minimizing Taxation

Minimizing Taxation
For both consumers and tax or financial professionals, CPAs, Attorneys, Financial Planners, Insurance Professionals

Retirement Planning

Retirement Planning
Protecting the Biggest Check You Will Ever Receive... Your Lump-Sum Pension Distribution... This program is generally offered by Brokers and Financial Planners to their clients as a means of educating their clients on important tax moves for large retirement accounts. Designed to make your clients feel secure about investing their hard earned cash with you or your firm.

Marketing Your Financial Services Bus...

Marketing Your Financial Services Businesses
For CPAs, Attorneys, Financial Planners, and Insurance Professionals. This is the most requested program. Highly entertaining and informative.

Other Titles

Other Titles
Estate Planning and related topics in the Estate Planning area; from basic to advanced

IRA Distribution Rules

IRA Planning

  Books

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