Ed Slott, CPA joins Robert Powell, CFP®, RMA® on Yahoo Finance to discuss the complexities of #IRA beneficiaries, how to maximize your #tax bracket, and why he believes you should be considering the #Roth conversion. Check out the full interview here: https://bit.ly/3W5rhnM
About us
Ed Slott was named “The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA distribution planning expert, professional speaker, and the creator of several public television specials, including his most recent, Retire Safe and Secure! with Ed Slott (2018). Ed Slott established the IRA Leadership Program and Ed Slott’s Elite IRA Advisor Group, which were developed specifically to equip financial professionals with the knowledge and tools to become recognized leaders in the IRA marketplace. Ed Slott and Company hosts irahelp.com as well as the Slott Report blog (irahelp.com/slott report), and Ed and the team of IRA Experts regularly present continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys across the country. Ed Slott is the author of the best-selling books, Ed Slott's Retirement Decisions Guide: 2018 Edition (IRA Help, 2018), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2012), The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune (Penguin, 2008), and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites. Ed has been quoted in national news publications including The New York Times, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
- Website
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http://irahelp.com
External link for Ed Slott and Company
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Rockville Centre, New York
- Type
- Privately Held
Locations
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Primary
Get directions
100 merrick road
STE 200E
Rockville Centre, New York 11570, US
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Get directions
Employees at Ed Slott and Company
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John Ripley CFF®, CLTC®, FRC℠, ChFEBC℠
Certified Financial Fiduciary®, Investment Advisor Representative at Smarter Retirement Solutions
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Debbie Slott
D. Slott Design - Art Director / Graphic Designer for digital & print advertising, for small businesses, corporate & educational/non-profit…
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Kira Fasanella
Marketing Director at Ed Slott and Company, LLC
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Jeremy Rodriguez
Associate Attorney at Allotta | Farley
Updates
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In this Yahoo Finance segment, our Director of #Retirement Education, Sarah Brenner, discusses everything retirees need to know about their #IRA accounts before the April 15 #tax filing deadline. Check out the full interview here: https://bit.ly/4fMhyK3
What to know about IRA accounts before the April 15 deadline
finance.yahoo.com
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💡 Take your IRA knowledge to the next level! Join us in Orlando, FL on February 20-21, 2025, for our Instant #IRA Success workshop. ✨ Stay ahead of the curve with critical #SECUREAct updates and learn how to help clients grow their wealth like a pro.
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In this week's Slott Report Mailbag, we answer reader questions regarding spousal beneficiaries and the 10-year rule. Read more here: https://bit.ly/3DAi0O6
Spousal Beneficiaries and the 10-Year Rule: Today's Slott Report Mailbag - Ed Slott and Company, LLC
https://irahelp.com
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In today's Slott Report, we're wishing you all a happy New Year from the Ed Slott team! More here: https://bit.ly/4gBrdEh
Jelly-of-the-Month Club - Ed Slott and Company, LLC
https://irahelp.com
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In this new episode of The Great #Retirement Debate, Ed Slott, CPA and Jeffrey Levine discuss whether or not retirees should adjust their spending in #retirement to keep more on track with their goals.
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In this week's Slott Report Mailbag, we answer reader questions regarding required minimum distributions (#RMDs) and #IRA accounts. Read the full blog here: https://bit.ly/4a2l2qB
Required Minimum Distributions and IRAs: Today's Slott Report Mailbag - Ed Slott and Company, LLC
https://irahelp.com
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Have you checked out the most recent episode of The Great #Retirement Debate? Join Ed Slott, CPA and Jeffrey Levine as they weigh the pros and cons of using your health savings account (#HSA) in retirement.
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