President
Ed Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and bestselling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. The Wall Street Journal named him “The Best Source for IRA Advice,” 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 IRA and retirement tax expertise for financial advisors, institutions, consumers, and media, he provides:
- Advanced training for financial professionals to become recognized leaders in the retirement marketplace.
- Practical, easy-to-understand education for retirement savers on IRA, tax, and financial planning topics.
Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly delivers keynote presentations on IRA and estate planning strategies at both consumer and professional events, including virtual conferences reaching thousands nationwide.
Among his most popular resources are his advanced training programs for financial professionals. He is the creator of Ed Slott’s Elite IRA Advisor Group℠, a network of more than 500 of the nation’s top financial professionals who attend his ongoing education programs to stay current on the latest retirement and tax law changes. Ed Slott and Company also produces the 2-Day IRA Workshop (live and virtual) and the IRA Success 12-course on-demand CE program powered by The American College of Financial Services.
Mr. Slott is the author of numerous best-selling books, including The Retirement Savings Time Bomb Ticks Louder (Penguin Random House, 2024). He also publishes Ed Slott’s IRA Advisor, a monthly newsletter for financial professionals, and serves as editor-in-chief of Keep More Quarterly, Ed Slott and Company’s consumer retirement tax newsletter offering practical strategies to reduce taxes and avoid costly mistakes. He hosts irahelp.com, home to The Slott Report blog followed by tens of thousands of readers. His podcast, The Great Retirement Debate, co-hosted with Jeffrey Levine, CPA/PFS, CFP®, explores both sides of today’s most pressing retirement planning strategies.
He has reached millions of consumers through his educational programs, including Ed Slott’s Retirement Freedom! (2022) and the new direct-to-consumer digital campaign, Ed Slott and Company’s Ultimate Retirement Tax-Saving Roadmap (2025)—a national initiative designed to help retirement savers understand how proactive tax planning can protect and preserve more of their lifetime savings.
Mr. Slott has been featured in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily, Financial Advisor, and InvestmentNews, and has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, NPR, Bloomberg, and Morningstar.
He has been recognized as an InvestmentNews Innovator, ThinkAdvisor Luminary, and recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education, among other industry honors.
Through his writing, teaching, and national media platforms, Ed Slott has taught millions of Americans—and their advisors—how to keep more of their retirement savings through proactive tax planning.
