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ED SLOTT

AMERICA’S IRA EXPERT

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™ developed specifically to help financial institutions, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.

Mr. Slott is the author of 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.

Mr. Slott is a frequent contributor to The CPA Journal, The Practical Accountant, and Trusts and Estates, and is a past editor of the estates and trusts section of The CPA Journal. Mr. Slott is a member of the National Conference of CPA Practitioners and 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.

His speaking topics include:

Maximizing Taxation for both consumers and tax or financial professionals, CPAs, Attorneys, Financial Planners, Insurance Professionals

Estate Planning and related topics in the Estate Planning area — from basic to advanced

IRA Distribution Rules

IRA Planning

Retirement Planning: Protecting the Biggest Check that Your Will Ever Receive. Your Lump-Sum Pension Distribution. This program is generally offered by Brokers and Financial Planners to their clients as a means of educating their clients on important tax moves for large retirement accounts. This is designed to make your clients feel secure about investing their hard earned cash with you or your firm.

Marketing Your Financial Services Businesses: For CPAs, Attorneys, Financial Planners, and Insurance Professionals. This is the most requested program. Highly entertaining and informative.

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ED’S INFO

Fee Category C
$15,001 to $25,000
Note that fees are subject to change. Please check with your Nationwide agent for updated fee info.
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