Ed Slott

Ed Slott

Formal First Name
8/5/1954 - present

Ed Slott is a prominent IRA distribution expert known for his unparalleled skill to turn advanced tax strategies into clear and actionable advice. He provides practical information on IRA and retirement distribution planning for financial professionals and retirement savers. A professional speaker, television personality, and bestselling author, Slott has taught millions of Americans how to get the most out of their retirement savings. Slott is the go-to resource on timely insights that relates to retirement and tax planning laws and strategies.

Professional Experience

Academic History



  • Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.
  • He contributes to the Retirement Income Certified Professional® program and supports The American College of Financial Services' current faculty focused on Retirement distribution planning. 


  • Slott is an accomplished author of many financial and retirement-focused books.
  • He hosts the popular website as a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers.
  • He is a consultant to financial information websites.
  • He has starred in several nationally aired public television specials including “Ed Slott’s Retirement Road Map” in 2017.
  • He is the host of several public television specials, including Retire Safe & Secure! with Ed Slott in 2021.


  • Slott regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs, and attorneys, including virtual events drawing thousands of attendees nationwide. 
  • He has provided topical keynote presentations for corporate financial firms and financial membership organizations, including the Financial Planning Association, National Association of Personal Financial Advisors, Estate Planning Councils, and the American Institute of Certified Public Accountants.
  • He provides a monthly Q&A column to AARP.


  • Slott has been named “The Best Source for IRA Advice” by The Wall Street Journal.
  • USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
  • He is one of the top pledge drivers of all time with his popular public television specials, including “Retire Safe & Secure! with Ed Slott” (2021).
  • He was named a 2020 InvestmentNews Innovator for his significant contribution to helping advisors improve client outcomes and tackle industry challenges.
  • He was given the 2020 Sidney Kess Award Winner for excellence in continuing education by the AICPA ®. 
  • He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education.