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Biography of Ed Slott

Speaking Category :
Economy and Finance
 
In Brief Bio :
Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine.
 
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Detailed Biography of Ed Slott


He is a nationally recognized IRA distribution expert and a professional speaker. Mr. Slott regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, Insurance Professionals, Financial Planners, Trust Companies, Banks, CPAs and Attorneys.

Ed Slott has also the created The IRA Leadership Program™ (www.iraleadership.com) and Ed Slott's Elite IRA Advisor Group™ developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.

Mr. Slott is the author of Your Complete Retirement Planning Road Map (Random House; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005), The Retirement Savings Time Bomb and How to Defuse it (Viking; 2003) and Ed Slott's IRA Advisor, a monthly IRA newsletter and he is a personal finance columnist for numerous financial publications.

He is 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. Mr. Slott is the 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.

Mr. Slott is often quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, The Los Angeles Times, The Boston Globe, Time, Newsweek, Fortune Magazine, Forbes Magazine, Money Magazine, Kiplinger's Personal Finance Magazine, USA Today, Trusts & Estates, Bloomberg Personal, Medical Economics, Investor's Business Daily, Smart Money and a host of additional national magazines and financial publications. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, National Public Radio, Bloomberg TV and radio. Mr. Slott is also an internet consultant to financial information web sites.

 
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  Ed Slott in the News
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Bankrate.com

8 IRA conversion traps to avoid when you convert to a Roth IRA
Bankrate.com
Bankrate.com spoke with IRA expert Ed Slott about some of the traps taxpayers might not be aware of -- and the dangers associated with them. ...

Q&A: Tax questions answered
Sun-Sentinel
And depending upon your age, you could also owe a 10 percent penalty, said Ed Slott, an IRA expert. The exceptions: If you have an IRA and you're younger ...

Converting IRA to a Roth could affect college financial aid
Washington Post
If you plan to apply for financial aid in the next few years, you might want to time your Roth conversion carefully, IRA expert Ed Slott warns. ...

Check those beneficiary forms
InvestmentNews
The beneficiary form is the single most important estate-planning document of individual retirement accounts and Roth IRAs, determining the ...
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