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Ed Slott and Company was named “The Best Source for IRA Advice” by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. We we nationally recognized IRA-distribution experts, professional speakers, and the creators of several public television specials, including the most recent, Ed Slott’s Retirement Rescue! Ed Slott established the IRA Leadership Program and Ed Slot
08/20/2026
Can you answer your client's toughest IRA questions on the spot?
Ed Slott and Company's Exclusive IRA Workshop is built to get you there — two intensive days, direct access to Ed Slott's team, and answers to the questions that actually trip advisors up.
Join virtually Sept 16–17, 2026, or in person in Orlando, FL, Feb 18–19, 2027. Earn up to 14 CE credits either way.
Register here: https://bit.ly/3MFou2E
08/20/2026
In this week's Slott Report Mailbag, we answer reader questions regarding inherited and Roth contributions.
Read more here: https://bit.ly/3Uc3lkk
08/19/2026
In today's Slott Report, our Expert, Andy Ives, CFP®, AIF®, discusses the different distribution rules: Roth IRAs vs. Roth 401(k) plans.
Read more here: https://bit.ly/4c1qxIe
08/19/2026
Six months into , and the mistakes are adding up: catch-up rules applied incorrectly, setups tripping up advisors, inherited IRA distributions quietly triggering bigger tax bills for clients.
Get ahead of it before fall client reviews. Ed Slott, CPA walks through exactly what's going wrong — and how to fix it.
TODAY | 1:00 PM ET
Register: https://bit.ly/4h8R7m2
08/18/2026
ICYMI: The Great Debate continues. 🎙️
Missed our Season 5 premiere with Ed Slott and Jeffrey Levine putting AI advice to the test? Catch up before the next episode drops!
Where does ChatGPT actually shine on questions — and where does it completely miss the mark? We dug in so you don't have to.
New episode drops Thursday, August 27.
Catch up now on YouTube and all major podcast platforms — https://bit.ly/4woqsWk
08/17/2026
Halfway through year one of , and the mistakes are piling up: catch-up rules applied incorrectly, setups tripping advisors up, inherited IRA distributions quietly handing clients bigger tax bills.
Before fall client reviews, get ahead of it. Ed Slott, CPA breaks down exactly what to fix — and how.
📅 Wed, Aug 19, 2026 | 1:00 PM ET
Register: https://bit.ly/4h8R7m2
08/17/2026
In today's Slott Report: New IRS guidance on employer contributions to Trump accounts — what employers need to know about limits, deadlines, and compliance requirements.
Read more here: https://bit.ly/4zC6la2
08/14/2026
Last day for Early Bird pricing on Ed Slott and Company's Exclusive Workshop — it ends tonight at 11:59 PT.
Code EARLYBIRD saves you $500 on two intensive days with direct access to Ed Slott's team, tackling the and questions that trip up even experienced advisors.
Choose your format: virtual Sept 16–17, 2026, or in person in Orlando, FL, Feb 18–19, 2027. Both earn up to 14 CE credits.
Register before the discount disappears: https://bit.ly/3MFou2E
08/14/2026
Advisors are catching costly errors right now: catch-up rules applied wrong, setups causing confusion, inherited IRA distributions quietly creating bigger tax bills for clients.
is halfway through year one — and the gaps are showing.
Ed Slott, CPA walks you through what to fix before fall client reviews.
📅 Wed, Aug 19, 2026 | 1:00 PM ET
Register: https://bit.ly/4h8R7m2
08/13/2026
⏰ Last call — Early Bird pricing on Ed Slott and Company's Exclusive Workshop ends TOMORROW, Friday, August 14.
Save $500 with code EARLYBIRD before it's gone for good.
Two intensive days. Direct access to Ed Slott's team. Real answers to the and questions that trip up even experienced advisors.
Join virtually Sept 16–17, 2026, or in person in Orlando, FL, Feb 18–19, 2027. Either way, earn up to 14 CE credits.
This is your final chance to lock in the discount: https://bit.ly/3MFou2E