# Ed Slott
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ed slott (born August 5, 1954) is a financial expert in the United States. He is an author and public speaker providing training in IRAs (Individual Retirement Accounts) and retirement distribution planning. He has been a collaborative creator of three nationally-aired Public Television Specials and is a practicing CPA (Certified Public Accountant) based in Rockville Centre, New York.
S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert.
Tune in f…
50. The Roth Conversion Clock Is Ticking: Why 2026–2028 Matters
Like what you heard in this episode? 🗓️ Schedule a Retirement Income Q&A call with Dr. Amanda: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancia…
51. What Happens When You Work With Me? My 4-Step Process
Like what you heard in this episode? 🗓️ Schedule a Retirement Income Q&A call with Dr. Amanda: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancia…
S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?
"I'll just live on less." "Social Security will cover it." "I'll retire when I'm ready." Ed and Jeff bust the retirement myths that trip up even the most careful savers — and the assumptions that can lead to unexpected challenges.
Tune in for new episodes every other Thursday!
Ed Slott, CPAEd Slo…
52. Mean Annuity Comments: What They Get Right—and Wrong
Like what you heard in this episode? 🗓️ Schedule a Retirement Income Q&A call with Dr. Amanda: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancia…
Spend More, Worry Less: The Forever Paycheck – Jean Chatzky
For decades, the message is clear: save, invest, and build your retirement nest egg. Then retirement arrives, and suddenly you are expected to reverse course. For many people, watching the balance decline feels wrong, dangerous, or even irresponsible.
Jean Chatzky believes the solution is both fin…
Special Webinar with Andy Ives, CFP®, AIF® - The Truth about NUA | What You Need to Know
Join Mark as he welcome Andy Ives, CFP®, AIF® , IRA Analyst from Ed Slott's Elite IRA Advisor Group, for a discussion of Net Unrealized Appreciation (NUA) in our webinar "The Truth about NUA: What You Need to Know."
Tune into learn more about net unrealized appreciation and how you can potentially…
I Brought The Biggest Minds In Life Insurance Into One Room
I Brought The Biggest Minds In Life Insurance Into One Room for the largest life insurance event BetterWealth has ever hosted. In this vlog I take you behind the scenes with top life insurance experts such as, Van Mueller, Garrett Gunderson, David McKnight, @TheChrisNaugle , Ed Slott, Tom Wall, Ru…
53. $500K "Hybrid Pension" Explained: What Retirees Are Really Buying
Like what you heard in this episode? 🗓️ Schedule a Retirement Income Q&A call with Dr. Amanda: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancia…
S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?
Staying in your own home longer takes more than good intentions — it takes planning. Ed and Jeff cover the financial, legal, and practical moves that make aging in place possible, and the mistakes that force people out sooner than they expected.
Tune in for new episodes every other Thursday!
Ed S…
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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