Ed Slott
About Ed Slott
“Ed was awesome. We received plenty of feedback from attendees telling us how much they enjoyed his insight and perspective!”
Speech topics
Ed Slott’s Best Year-End Strategies: Retirement Tax Planning
The final weeks of 2024 present a critical planning window for advisors to connect with clients, prospects, and centers of influence on the best tax planning options of the year. Learn CPA and recognized IRA Expert Ed Slott’s best strategies to help clients reap tax savings from tax planning moves that may not be available after this year.
Advise on year-end Roth conversions to eliminate the uncertainty of future higher tax bills
Turn ordinary 401(k) income into capital gains using the tax break for net unrealized appreciation for company stock – many employees and their advisors have no idea this is even available to them!
Last-minute tax-efficient charitable planning strategies using QCDs (qualified charitable distributions)
Life insurance planning moves after the SECURE Act eliminated the stretch IRA
How to lock in the generous gift and estate tax exemptions before they are reduced
Estate planning after the SECURE Act – plans need updating immediately
Speaking videos
Media coverage
Retirement moves to make in 2016 - Chicago Tribune
In 2016, you can double down on IRA contributions, lock in a tax-free ... tax code that you can do early in the new year to affect last year's taxes," said Ed Slott, ...
Ed Slott's Retirement Roadmap! | KPBS
Give at the $150 level during our TV membership campaign and receive the Ed Slott 2016 Combo featuring 18 DVDs; 2 CDs; 2 Books; 2 Guides; 2016 Tax ...
Books by Ed Slott
“Ed Slott's 2013 Retirement Decisions Guide” (2013)
“Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s” (2012)
“Ed Slott's Retirement Decisions Guide” (2012)
“The Retirement Savings Time Bomb . . . and How to Defuse It: A Five-Step Action Plan for Protecting Your IRAs, 401(k)s, and Other Retirement Plans from Near Annihilation by the Taxman” (2012)
“Stay Rich for Life!: Growing & Protecting Your Money in Turbulent Times” (2009)
At a glanceEd Slott
Recommended offer:
Get a custom quote for your event:
Get StartedBrowse Similar Speakers
Speaker Search is a marketplace of speakers designed for talent buyers. We do not represent or manage speakers; instead, we provide event planners with the most comprehensive resource to discover and book the right talent.