Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
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, http://www.irahelp.com, 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 152 – December 10, 2015
Retirement Decisions Guide 2015 with Ed Slott, CPA
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Episode 90 – August 22, 2014
Year End IRA Review with Special guest Ed Slott, CPA
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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.