Ed Slott, CPA in

Ed Slott, CPA

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Professor of Practice at The American College of Financial Services
📍 Rockville Centre, New York, United States

Ed Slott is a nationally recognized CPA, author, and public speaker known as "Americas IRA Expert. " He is the Founder and CEO of Ed Slott and Company, which provides IRA education, and also serves as a Professor of Practice at The American College of Financial Services. Peers describe him as exceptionally knowledgeable and a powerful speaker.

He is considered a leading voice on retirement savings, often sought after by major publications like The Wall Street Journal for his expertise. Ed focuses on making complex tax strategies understandable for financial advisors and the general public through workshops, television specials, and numerous books.

Interesting fact: The Wall Street Journal has named him “The Best Source for IRA Advice.

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Experience
48 Years
Current Role
Professor of Practice
Job Level
Leadership
Location
Rockville Centre, New York, United States
Personality Overview

How Ed shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ed cares about

IRA & Retirement Planning
He is nationally recognized as "America's IRA Expert, " providing education on retirement distribution strategies to professionals and consumers through his company, books, and seminars.
Tax-Efficient Strategies
He strongly advocates for minimizing tax burdens on retirement savings, frequently discussing strategies like Roth conversions to create tax-free income.
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Career

Work history

1-2021
Professor of Practice
The American College of Financial Services
1-2007
Founder and CEO
Ed Slott and Company
1-1977
Certified Public Accountant
E. Slott and Company
In the press

Media appearances

Ed Slott, CPA, America's IRA Expert, Named Professor of Practice at The American College of Financial Services. Featured in The American College of Financial Services – Press Release
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5 Questions with Ed Slott, CPA. Featured in The American College of Financial Services – Insights
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Education
Education details unavailable
Adelphi University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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