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Ed Slott on Financial-Planning.com

January 1, 1970
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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. 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™ 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.

"Ask Ed Slott"

One thing that is certain when it comes to tax rules is that they are uncertain and always subject to change. Tax and retirement planning expert Ed Slott answers reader questions.

Recent Podcast

Ed Slott on Managing Through the Market Meltdown

Recent Articles by Ed Slott
Military Moves
The HEART Act could give military personnel's retirement a boost.

Stretch IRAs
Clients can use qualified retirement vehicles in estate plans to extend the tax advantage.

Saving a Stretch
A new IRS ruling sheds new light on stretching inherited IRAs, even when the client misses distributions.

Time to Convert?

A surprise IRS ruling allows non-spouse beneficiaries of company retirement plans to convert inherited plans to inherited Roth IRAs. IRA distribution expert Ed Slott reviews the new IRS rules.