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Ed Slott

Ed Slott

CPA

Professor of Practice

Ed Slott, CPA, is a professor of practice at The American College of Financial Services. He contributes to the Retirement Income Certified Professional® (RICP®) Program and supports faculty focused on retirement distribution planning. As a nationally recognized IRA distribution expert, professional speaker, and best-selling author, Slott has an unrivaled ability to turn advanced tax strategies into understandable and actionable advice. He was named “The Best Source for IRA Advice” by The Wall Street Journal.

As president and founder of Ed Slott and Company, LLC, a leading source of timely IRA expertise and analysis, he provides practical, easy-to-understand information on IRA and retirement distribution planning for financial professionals and retirement savers. Slott regularly presents at both consumer events and industry conferences. 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. As a go-to media resource, he is frequently quoted in leading publications and has appeared on national television and radio. Slott and his team partner with The College on Ed Slott and Company's IRA Success, an e-learning experience that helps financial professionals best understand the complexities of IRA distribution planning.

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) released 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 Debate, in collaboration with Jeffrey Levine, CPA/PFS, CFP®, providing lively commentary on opposing sides of retirement planning strategies.  

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.

Estate Planning 
Estate Taxation
IRA
Retirement Planning
Retirement Savings

Ed Slott’s Retirement Decisions Guide: 2022 Edition (IRAHelp, 2022),
Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2021)
The New Retirement Savings Time Bomb (Penguin Random House, 2021).  

Ed Slott, CPA, is a professor of practice at The American College of Financial Services. He contributes to the Retirement Income Certified Professional® (RICP®) Program and supports faculty focused on retirement distribution planning. As a nationally recognized IRA distribution expert, professional speaker, and best-selling author, Slott has an unrivaled ability to turn advanced tax strategies into understandable and actionable advice. He was named “The Best Source for IRA Advice” by The Wall Street Journal.

As president and founder of Ed Slott and Company, LLC, a leading source of timely IRA expertise and analysis, he provides practical, easy-to-understand information on IRA and retirement distribution planning for financial professionals and retirement savers. Slott regularly presents at both consumer events and industry conferences. 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. As a go-to media resource, he is frequently quoted in leading publications and has appeared on national television and radio. Slott and his team partner with The College on Ed Slott and Company's IRA Success, an e-learning experience that helps financial professionals best understand the complexities of IRA distribution planning.

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) released 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 Debate, in collaboration with Jeffrey Levine, CPA/PFS, CFP®, providing lively commentary on opposing sides of retirement planning strategies.  

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.

Estate Planning 
Estate Taxation
IRA
Retirement Planning
Retirement Savings

Ed Slott’s Retirement Decisions Guide: 2022 Edition (IRAHelp, 2022),
Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2021)
The New Retirement Savings Time Bomb (Penguin Random House, 2021).