Guest: Ed Slott, CPA

Guest of The Lange Money Hour: Where Smart Money Talks

The Lange Money Hour Guests
The Lange Money Hour has featured some of the country’s
leading IRA, retirement planning and financial experts.

Guest: Ed Slott, CPA

Ed Slott was named “The Best Source for IRA Advice” by The Wall Street Journaland called “America’s IRA Expert” by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, professional speaker, and the creator of several public television specials, including the most recent, Ed Slott’s Retirement Road Map!

Ed established the IRA Leadership ProgramSM and Ed Slott’s Elite IRA Advisor GroupSM to specifically help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.

He developed the popular website,, and regularly presents continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys all across the country. His diverse client list includes Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Sammons Securities Company, Genworth Financial, Brokers International as well as a host of other major financial companies.

The Lange Money Hour episodes with this guest:

Episode 193 – May 3, 2017
Invaluable Advice from One of the Top IRA Experts in the Country, Ed Slott
Listen to MP3 | Read Show Transcript

Episode 166 – March 11, 2016
Ed Slott’s Retirement Decision Guide, 2016
Listen to MP3 | Read Show Transcript

Episode 152 – December 10, 2015
Retirement Decisions Guide 2015 with Ed Slott, CPA
Listen to MP3

Episode 136 – August 3, 2015
Ed Slott helps IRA Owners Protect their Legacy
Read Show Transcript | Listen to MP3

Episode 112 – January 16, 2015
Ed Slott, CPA, on the End of the Stretch IRA
Read Show Transcript | Listen to MP3

Episode 90 – August 22, 2014
Year End IRA Review with Special guest Ed Slott, CPA
Listen to MP3

Episode 65 April 11, 2014
Ed Slott, CPA, America’s Top IRA and Retirement Plan Expert
Read Show Transcript | Listen to MP3

Episode 25 April 7, 2010
Powerful Wealth Preservation Strategies with Ed Slott, CPA
Read Show Transcript | Listen to MP3

Episode 2 – March 25, 2009
Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPA
Read Show Transcript | Listen to MP3


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James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.