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here’s what you’re looking for: ed slott, cpa

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‘the secure act’ sets off alarms at #aicpaengage

ira guru ed slott says congressional wrangling spells chaos in planning, but maybe an opportunity for accountants. 

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ed slott, cpa



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ed slott, at irahelp.com, is a nationally recognized professional speaker and has starred in several nationally aired public television specials including “retire safe & secure! with ed slott.”

slott created the ira leadership programtm and ed slott’s elite ira advisor groupsm, which were developed specifically to help financial professionals earn recognition as leaders in the ira marketplace.

mr. slott is an accomplished author of many financial and retirement-focused books, including most recently ed slott’s retirement decisions guide: 2019 edition (irahelp, 2019) and fund your future: a tax-smart savings plan in your 20s and 30s (irahelp, 2018). slott also publishes ed slott's ira advisor, a monthly ira newsletter. he is a personal finance columnist for numerous financial publications.

as a thought leader in the retirement industry, slott is often quoted in the new york times, the wall street journal, forbes, money, kiplinger’s, usa today, investment news and a host of additional national magazines and financial publications. he has appeared on numerous national television and radio programs. mr. slott is also a consultant to financial information websites.

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 and an accredited estate planner (aep) distinguished.

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