irahelp.com Open in urlscan Pro
188.114.97.3  Public Scan

Form analysis
1 forms found in the DOM

POST /#gf_5

<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_5" id="gform_5" action="/#gf_5" data-formid="5" novalidate="" class="recaptcha-v3-initialized">
  <div class="gf_invisible ginput_recaptchav3" data-sitekey="6LcJHpApAAAAAOFw_EIxYHILPXbvE-Fezu49L_Z8" data-tabindex="0"><input id="input_54a7a58d769a796b04efa67ec7347662" class="gfield_recaptcha_response" type="hidden"
      name="input_54a7a58d769a796b04efa67ec7347662" value=""></div>
  <div class="gform-body gform_body">
    <div id="gform_fields_5" class="gform_fields top_label form_sublabel_below description_below validation_below">
      <div id="field_5_1" class="gfield gfield--type-email gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_1">
        <label class="gfield_label gform-field-label" for="input_5_1">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_email">
          <input name="input_1" id="input_5_1" type="email" value="" class="large" placeholder="Email Address" aria-required="true" aria-invalid="false">
        </div>
      </div>
      <div id="field_5_3" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_5_3">
        <label class="gfield_label gform-field-label" for="input_5_3">I am<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_select"><select name="input_3" id="input_5_3" class="large gfield_select" aria-required="true" aria-invalid="false">
            <option value="advisor">a financial advisor</option>
            <option value="consumer">a retirement saver</option>
            <option value="corporate">a corporate affiliate</option>
            <option value="media">a member of the media</option>
          </select></div>
      </div>
    </div>
  </div>
  <div class="gform_footer top_label"> <input type="submit" class="button btn btn-primary" id="gform_submit_button_5" value="Sign Up Now"> <input type="hidden" name="gform_ajax"
      value="form_id=5&amp;title=&amp;description=1&amp;tabindex=0&amp;theme=gravity-theme">
    <input type="hidden" class="gform_hidden" name="is_submit_5" value="1">
    <input type="hidden" class="gform_hidden" name="gform_submit" value="5">
    <input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
    <input type="hidden" class="gform_hidden" name="state_5"
      value="WyJ7XCIzXCI6W1wiN2IzZTRlOTI3NjNlZWQwYWMzOWFkNGMxZGM5MmUxYzVcIixcIjFhMjY5Y2YxYjQzOTU4NjM0ZGM5NTU5N2NlYzAzMWUwXCIsXCI1ODdiYTdhZDg0NGQ1OTI2Y2M3N2IwMTRiOTc1MWYyN1wiLFwiMmNiYzNiNDYzN2ViOTgxNjk4YWExMjQ2NDE3YzIxODBcIl19IiwiMjBjNDc3OTc3ZTE3ZWI0M2I0MmM0YjJkMWI5YzI4NGYiXQ==">
    <input type="hidden" class="gform_hidden" name="gform_target_page_number_5" id="gform_target_page_number_5" value="0">
    <input type="hidden" class="gform_hidden" name="gform_source_page_number_5" id="gform_source_page_number_5" value="1">
    <input type="hidden" name="gform_field_values" value="">
  </div>
</form>

Text Content

Skip to main content
 * Log in
 * 
 * 

Find an Advisor
 * Start Here
    * For Financial Advisors
      * Attend a Training
      * Book a Speaker
      * Resources
      * Shop
    * For Corporate Organizations
      * Book a Speaker
      * Sponsorship
      * Advertising
      * Current Sponsors
    * Ed Slott’s Elite IRA Advisor Group℠
      * About the Group
      * Become a Member
    * For Retirement Savers
      * Find an Advisor
      * Resources
      * Shop
    * For Media Outlets
      * Media Inquiries
    * Premium Newsletters
      * IRA Advisor
      * Social Security Advisor
    * * Member Login
   
   2-Day IRA Workshop
   
   LIVE ADVISOR TRAINING WITH AMERICA'S IRA EXPERTS
   
   Help your clients take financial control, avoid unnecessary taxes and combat
   the latest threats to their retirement savings.
   
   Learn More
 * Speakers
    * Our Speakers
      * Speaking Schedule
      * Download Speaker Kit
      * Ed Slott, CPA
      * Sarah Brenner, JD
      * Andy Ives, CFP®, AIF®
      * Ian Berger, JD
    * About Speaking Engagements
      * Advisor Events
      * Client Events
      * Civic & Non-Profit Events
    * For Media Outlets
      * Media Interview Request
    * 
   
   2 Day IRA Workshop
   
   LIVE ADVISOR TRAINING WITH AMERICA'S IRA EXPERTS
   
   Help your clients take financial control, avoid unnecessary taxes and combat
   the latest threats to their retirement savings.
   
   Learn More
 * Elite
   * About Ed Slott’s Elite IRA Advisor Group℠
   * How to Become a Member
   * Member Login
   * Find an Advisor
 * Training
   * 2-Day IRA Workshop
   * IRA Success E-Learning
   * Ed Slott’s Elite IRA Advisor Group℠
 * Resources
    * Premium Newsletters
      * Ed Slott’s IRA Advisor
      * Heather Schreiber’s Social Security Advisor
    * Resources
      * Resources Overview
      * Find an Advisor
      * IRA FAQ
      * IRA Resources
      * IRA Updates
      * IRA & Tax Tables
      * Discussion Forums
      * Content Citation Guidelines
    * Blog & Podcast
      * Slott Report Blog
      * The Great Retirement Debate Podcast
    * 
   
   2-Day IRA Workshop
   
   LIVE ADVISOR TRAINING WITH AMERICA'S IRA EXPERTS
   
   Help your clients take financial control, avoid unnecessary taxes and combat
   the latest threats to their retirement savings.
   
   Learn More
 * Newsletters
   * Ed Slott’s IRA Advisor
   * Heather Schreiber’s Social Security Advisor
 * Shop
 * About
   * Company
   * News & Press




AMERICA'S IRA EXPERTS

Helping retirees keep more of their hard-earned savings.

Advisor Education Today's Slott Report

Get free monthly IRA updates and tips straight to your inbox.

Sign Up Now

Email*

I am*
a financial advisora retirement savera corporate affiliatea member of the media



OUR MISSION

Ed Slott & Company educates consumers and financial advisors on exit strategies
for retirement.

About Us


OUR SERVICES



EVENT SPEAKING

ADVISOR TRAINING

ADVISOR MEMBERSHIPS

MEDIA & INTERVIEWS

IRA RESOURCES


GET THE LATEST FROM ED SLOTT AND COMPANY

A CHEAT SHEET FOR IRA BENEFICIARY RMDS

Wednesday, May 08, 2024

It’s been over four years since the SECURE Act upended the rules for beneficiary
IRA required minimum distributions (RMDs), and there’s still plenty of confusion
about the new rules. The IRS did give us proposed SECURE Act regulations in
February…

Read More

Visit the Slott Report

AS SEEN IN

Planning for the largest IRA balances ever in 2024

What to Have on Your Tax Radar for 2024

Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

See News & Press

JOIN THE CONVERSATION ON X

Follow
;
Ed Slott and Company @theslottreport


In today's Slott Report, we discuss how to handle #401k required minimum
distributions (#RMDs) in the year of #retirement. Read more here:

401(k) RMDs in the Year of Retirement - Ed Slott and Company, LLC

By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport Here’s a question we
get asked often: Say you retire ...

bit.ly

12:55 PM ∙ April 29, 2024 1784929392595996738

;
Ed Slott and Company @theslottreport


Ready for some retirement planning wisdom? Check out latest episode of The Great
Retirement Debate, out now! Visit our website or your favorite streaming
platform to catch @CPAPlanner and Ed Slott debate important retirement planning
strategies: https://bit.ly/3Ux4y0v


Twitter feed video.
04:22 PM ∙ April 25, 2024 1783532124823277744

;
Ed Slott and Company @theslottreport


In today's Slott Report, we go over the 3 questions you should be asking to
determine if a health savings account (#HSA) is right for you. Read more here:

3 Questions to Ask to Determine if an HSA is Right for You - Ed Slott and
Company, LLC

The cost of healthcare continues to climb. Are you frustrated with higher
premiums and out-of-pocket costs? You are ...

bit.ly

12:37 PM ∙ April 24, 2024 1783113001802895714

;
Ed Slott and Company @theslottreport


Last Thursday, we kicked off Season 2 with Episode 1, featuring a lively debate
between Ed Slott and @CPAPlanner on the merits of the still working exception.
Tune in now for expert insights and thought-provoking discussions!

Home - The Great Retirement Debate

On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and
Company, and Jeffrey Levine, of B...

bit.ly

03:31 PM ∙ April 22, 2024 1782431948222140850

;
Ed Slott and Company @theslottreport


In today’s Slott Report, we discuss some of the basic concepts applicable to
lifetime required minimum distributions (#RMDs). Read more here:

Fundamentals of the Lifetime RMD - Ed Slott and Company, LLC

We answer some pretty complex IRA and retirement plan questions. Our newsletters
and other Slott Report entries can ...

bit.ly

11:58 AM ∙ April 22, 2024 1782378341518999921

;
Ed Slott and Company @theslottreport


Today is the LAST DAY to use promo code TAXDAY and save $400 on registration for
our 2-Day Instant IRA Success Workshop! Don't miss out on this opportunity to
help your clients secure their financial future and join other leading advisors
taking action. https://bit.ly/42La0SQ


Twitter feed image.
02:04 PM ∙ April 19, 2024 1781323000312168521

;
Ed Slott and Company @theslottreport


Season 2 of The Great #Retirement Debate podcast is here! Tune in to the first
episode on your preferred streaming service and join us for expert insight on
the still working exception. https://bit.ly/3Ux4y0v


Twitter feed image.
08:47 PM ∙ April 18, 2024 1781061928778899861

;
Ed Slott and Company @theslottreport


In this week's Slott Report Mailbag, we answer reader questions regarding #roth
#IRA distribution rules and combining IRAs. Read more here:

ROTH IRA DISTRBUTION RULES AND COMBINING IRAS: TODAY’S SLOTT REPORT MAILBAG - Ed
Slott and Company,...

Question: Can you please clarify a question I have about whether I should take a
Roth IRA withdrawal?  I am m...

bit.ly

02:08 PM ∙ April 18, 2024 1780961580781379925

;
Ed Slott and Company @theslottreport


In today's Slott Report, we discuss #IRS notice 2024-35, and what that means for
your required minimum distributions (#RMDs) subject to the 10-year rule. Read
more here:

IRS Waives 2024 RMDs for IRA Beneficiaries Subject to the 10-Year Rule - Ed
Slott and Company, LLC

If you’re an IRA beneficiary subject to the 10-year payout period and would have
had a 2024 required minimum d...

bit.ly

02:22 PM ∙ April 17, 2024 1780602862055374994

;
Ed Slott and Company @theslottreport


We’re launching a fresh season of "The Great Retirement Debate"! Get ready to
join Ed Slott and @CPAPlanner as they delve into pivotal topics shaping
retirement. The first episode will be available this Thursday, April 18!
https://bit.ly/3Ux4y0v


Twitter feed video.
12:27 PM ∙ April 16, 2024 1780211311575515495





WHAT PEOPLE ARE SAYING ABOUT ED SLOTT AND COMPANY

“

“Succinct and exceptionally instructive.” 

Daniel Mannion

“Ed Slott! Yes, THE Ed Slott! It doesn’t get any better than this for
fast-paced, informative webinars! Too bad instructor ratings only go up to 5.
He’s a 10!”

Arnold Parise

“Unless you consider cat food a viable dinner option, it’s wise to take action
now to bulletproof your retirement assets. Sooner or later, we pay taxes. But
why allow your retirement savings to become a windfall for Uncle Sam when the
money should go to you and your heirs?”

USA Today

“Timely, accurate, important information.”

Jerry Matecun

“Where else can we get developments up-to-the-minute?”

Mary Aheam

“There is NO OTHER PLACE you can get this information. No other place!!!”

Tom Mosley

“Ed Slott is my go-to resource on the nuances of tax and retirement planning.
His no-nonsense style makes the dizzying changes in the rules and laws
surrounding these often-confusing topics understandable and more importantly,
actionable.”

Jill Schlesinger ,CFP®, CBS News Business Analyst

“Ed Slott has a knack for providing tax- and retirement-planning guidance that’s
easy to understand, up-to-the-minute current, and–dare I say it? Fun.”

Christine Benz ,Director of Personal Finance, Morningstar, Inc.

“Ed Slott is among the most trusted and knowledgeable retirement experts in the
United States. The world is filled with those who proclaim to be retirement
experts, but Ed Slott is truly that—an expert who deserves your time and
attention.”

Robert Powell ,editor of Retirement Daily and TheStreet, USA Today columnist,
editor of Retirement Management Journal and host of Exceptional Advisor podcast

“Ed Slott is my go-to person for smart tax-saving advice on retirement plans.”

Jane Bryant Quinn ,Author of How to Make Your Money Last: The Indispensable
Retirement Guide.

“Ed Slott is the go-to expert on IRAs in an era when legislative and regulatory
changes are popping up as fast and furious as a whack-a-mole game. Arm yourself
with the latest insights on how to protect future retirement savings by making
tax-savvy moves today.”

Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews

“Drop what you are doing when Ed Slott conducts a seminar. Very thorough, great
presentation skills and informative…you will take home ‘nuggets’ every single
time that you will implement in your practice and be a hero.”

Barry Dreayer

“As a financial professional I rely on Ed’s timely & thorough updates to bring
the most value to my clients. He is hands down the best presenter on IRAs,
Roths, and retirement planning tips. His blog, newsletter, and webinars are
invaluable, and his delivery is always lively & engaging! Thank you, Ed! Keep
rocking!!”

Angela Ruff

“Great webinar! The information provided could save my clients many thousands of
dollars in tax!”

Dean Duncan

“UNBELIEVABLE! All that expertise in one person?! WOW! I learned so much!”

Sheila Baugh

“Holy moly what a refreshing and amazingly educational experience! Thank you for
being such an incredible ambassador for our work. I just wanted to express deep
and wide appreciation for the amazing caliber of your presentation. As a former
professor, I simply LOVED the charm and humor with which you delivered such
critical information. It was the trifecta of pedagogical perfection: you made us
grin, you kept us engaged, and we learned game changing information.”

Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest

“As anticipated Ed and his crew delivered the most complete treatment of the top
issues practitioners are seeing in this area. The bifurcation of Ed speaking and
his crew responding to participants’ questions provides a model for efficient
knowledge-sharing, which one could hope would be replicated in other arenas.
Bravo!!!’“

Moshe Stepansky

“Ed Slott packs so much information into his IRA webinar and considering recent
legislation this was a very timely topic. Great insights explained extremely
well.”

Anne Muldoon

“Incredible! I consider myself an IRA Expert, but I always hope to find
something beneficial in IRA webinars. Ed blew it out of the water—I left the
webinar with lots of tips and some clarification I didn’t know I needed.
Fantastic job!!“

Teresa Roman

“So much fast-paced, yet in-depth information that I never want to miss a minute
of the presentations! The energy was outstanding, and the program was every bit
as well done [virtually] as in-person programs have been.”

Linda Gardner

“Truly outstanding presentation packed with useful information, which was
informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to
his remarkable reputation.”

Shunterica Woods

“Ed is a powerhouse presenter and a complete educator; I was on the edge of my
seat for the entire hour! He delivered answers to all my burning questions and
proactively answered my follow-up questions… ED, Exceptional-Dedicated!”

Marian Sterling

“Succinct and exceptionally instructive.” 

Daniel Mannion

“Ed Slott! Yes, THE Ed Slott! It doesn’t get any better than this for
fast-paced, informative webinars! Too bad instructor ratings only go up to 5.
He’s a 10!”

Arnold Parise

“Unless you consider cat food a viable dinner option, it’s wise to take action
now to bulletproof your retirement assets. Sooner or later, we pay taxes. But
why allow your retirement savings to become a windfall for Uncle Sam when the
money should go to you and your heirs?”

USA Today

“Timely, accurate, important information.”

Jerry Matecun

“Where else can we get developments up-to-the-minute?”

Mary Aheam

“There is NO OTHER PLACE you can get this information. No other place!!!”

Tom Mosley

“Ed Slott is my go-to resource on the nuances of tax and retirement planning.
His no-nonsense style makes the dizzying changes in the rules and laws
surrounding these often-confusing topics understandable and more importantly,
actionable.”

Jill Schlesinger ,CFP®, CBS News Business Analyst

“Ed Slott has a knack for providing tax- and retirement-planning guidance that’s
easy to understand, up-to-the-minute current, and–dare I say it? Fun.”

Christine Benz ,Director of Personal Finance, Morningstar, Inc.

“Ed Slott is among the most trusted and knowledgeable retirement experts in the
United States. The world is filled with those who proclaim to be retirement
experts, but Ed Slott is truly that—an expert who deserves your time and
attention.”

Robert Powell ,editor of Retirement Daily and TheStreet, USA Today columnist,
editor of Retirement Management Journal and host of Exceptional Advisor podcast

“Ed Slott is my go-to person for smart tax-saving advice on retirement plans.”

Jane Bryant Quinn ,Author of How to Make Your Money Last: The Indispensable
Retirement Guide.

“Ed Slott is the go-to expert on IRAs in an era when legislative and regulatory
changes are popping up as fast and furious as a whack-a-mole game. Arm yourself
with the latest insights on how to protect future retirement savings by making
tax-savvy moves today.”

Mary Beth Franklin ,CFP®, Contributing Editor, InvestmentNews

“Drop what you are doing when Ed Slott conducts a seminar. Very thorough, great
presentation skills and informative…you will take home ‘nuggets’ every single
time that you will implement in your practice and be a hero.”

Barry Dreayer

“As a financial professional I rely on Ed’s timely & thorough updates to bring
the most value to my clients. He is hands down the best presenter on IRAs,
Roths, and retirement planning tips. His blog, newsletter, and webinars are
invaluable, and his delivery is always lively & engaging! Thank you, Ed! Keep
rocking!!”

Angela Ruff

“Great webinar! The information provided could save my clients many thousands of
dollars in tax!”

Dean Duncan

“UNBELIEVABLE! All that expertise in one person?! WOW! I learned so much!”

Sheila Baugh

“Holy moly what a refreshing and amazingly educational experience! Thank you for
being such an incredible ambassador for our work. I just wanted to express deep
and wide appreciation for the amazing caliber of your presentation. As a former
professor, I simply LOVED the charm and humor with which you delivered such
critical information. It was the trifecta of pedagogical perfection: you made us
grin, you kept us engaged, and we learned game changing information.”

Mari Kim ,Corporate and Foundations Relations Officer, Northwest Harvest

“As anticipated Ed and his crew delivered the most complete treatment of the top
issues practitioners are seeing in this area. The bifurcation of Ed speaking and
his crew responding to participants’ questions provides a model for efficient
knowledge-sharing, which one could hope would be replicated in other arenas.
Bravo!!!’“

Moshe Stepansky

“Ed Slott packs so much information into his IRA webinar and considering recent
legislation this was a very timely topic. Great insights explained extremely
well.”

Anne Muldoon

“Incredible! I consider myself an IRA Expert, but I always hope to find
something beneficial in IRA webinars. Ed blew it out of the water—I left the
webinar with lots of tips and some clarification I didn’t know I needed.
Fantastic job!!“

Teresa Roman

“So much fast-paced, yet in-depth information that I never want to miss a minute
of the presentations! The energy was outstanding, and the program was every bit
as well done [virtually] as in-person programs have been.”

Linda Gardner

“Truly outstanding presentation packed with useful information, which was
informatively, thoughtfully, and enjoyably delivered. Ed Slott again lives up to
his remarkable reputation.”

Shunterica Woods

“Ed is a powerhouse presenter and a complete educator; I was on the edge of my
seat for the entire hour! He delivered answers to all my burning questions and
proactively answered my follow-up questions… ED, Exceptional-Dedicated!”

Marian Sterling

“Succinct and exceptionally instructive.” 

Daniel Mannion

“Ed Slott! Yes, THE Ed Slott! It doesn’t get any better than this for
fast-paced, informative webinars! Too bad instructor ratings only go up to 5.
He’s a 10!”

Arnold Parise

 * 
 * 
 * 
 * 


SPEAKERS

 * Speaking Schedule
 * Overview
 * Advisor Training
 * Corporate
 * Consumer
 * Speaker Ed Slott
 * Speaker Sarah
 * Speaker Andy
 * Speaker Ian
 * Media & Interviews


ELITE

 * Ed Slott's Elite IRA Advisor Group
 * How to Become a Member
 * Membership Login


TRAINING

 * Ed Slott's 2-Day IRA Workshop, Instant IRA Success


RESOURCES

 * IRA Advisor
 * SS Advisor
 * Slott Report Blog
 * The Great Retirement Debate Podcast
 * IRA FAQ
 * IRA Resources
 * Discussion Forum
 * Content Citation Guidelines


ABOUT US

 * Company
 * Newsroom & Press


FIND AN ADVISOR


SHOP

Copyright ©2024 Privacy Policy | Terms and Conditions | WebCare®

info@irahelp.com | (800) 663-1340

×




Close


Notifications





Previous Slide

Next Slide


Share

Facebook ShareTwitter ShareLinkedin SharePinterest ShareEmail Share

TwitterTwitter
Hide Tweet (admin)

Add this ID to the plugin's Hide Specific Tweets setting: