Ed Slott
Certified public accountantWikipedia
99
MENTIONS
44
EPISODES
32
PODCASTS
Search complete. 99 mentions across 44 episodes found for "Ed Slott".
Nov 6, 2026
David HaysHOST
I'm actually going to be in Nashville, Tennessee.
David HaysHOST
I'm at the Ed Slott Elite IRA Advisor Group meeting down there in Nashville.
David HaysHOST
So we're staying at the Omni, I just found out a few minutes ago, which is pretty much par for the course for me.
David HaysHOST
I know where I have to be, I just don't know where I'm going to go.
David HaysHOST
Welcome back to Your Money with David Hays.
David HaysHOST
Rod Holloway is on.
David HaysHOST
Rod, I know this is going to be played on Thursday of this week, recording on Wednesday, so I can head down to Nashville for my Ed Slott meeting that starts Thursday morning.
David HaysHOST
But here we are on the cusp of big election on Tuesday.
Jeffrey LevineHOST
Hi, I'm Ed Slott.
Jeffrey LevineHOST
And I'm Jeff Levine.
Jeffrey LevineHOST
And we're two guys who just love to talk about retirement and taxes.
Jeffrey LevineHOST
Great Retirement Debate.
Jeffrey LevineHOST
Hello, everyone, and welcome back to The Great Retirement Debate.
Jeffrey LevineHOST
I'm Jeff Levine, joined as always by my friend and colleague, Ed Slott.
Jeffrey LevineHOST
Ed, good to be back with you once again.
Ed SlottHOST
Great to be back here on Season 5.
Jill SchlesingerHOST
So the real essence here, Mark, is a bet on where taxes will be in the future.
Jill SchlesingerHOST
And I'd like you to give your heartfelt Ed Slott.
Mark TalercioHOST
Well, I mean, you know, anyone who's listened to us for over two years knows Ed Slide is all in on the Roth.
Mark TalercioHOST
As you said, someone making a lot of money, chances are they're going to continue making a lot of money.
Steve BurtonHOST
And you've worked with taxes a long time.
Steve BurtonHOST
Ed Slott, trained advisor too.
Steve BurtonHOST
For those people that don't know Ed Slott, it's hard to
Ed De La RosaGUEST
be in the industry and not know his name, right? Sure.
Ed De La RosaGUEST
Yeah, so I've been involved with Ed Slott since 2019.
Ed De La RosaGUEST
It's something that I'm really privileged to be a part of.
Ed De La RosaGUEST
I've been a part of his board for a couple of years as well.
Don GravesGUEST
So we got rid of a monthly mortgage payment and we eliminated a $1,500 payment.
Don GravesGUEST
And it was Ed Slott that asked me one time, he said, Don, if you get rid of this mortgage, how much are you saving them every month? I said, $1,500.
Don GravesGUEST
He said, no.
Don GravesGUEST
He said that's an after-tax payment.
15 MINS LATER
Don GravesGUEST
And someone once said, you've heard of Scott.
Don GravesGUEST
When is a million dollars not a million dollars? Well, when it's in a 401k or qualified plan, which most of America's retirement money is in there.
Don GravesGUEST
So Ed Slott says, how do we get people to go from forever taxed to never taxed? Well, the Roth IRA conversion, I want to move some taxable dollars using a Roth conversion.
Don GravesGUEST
Fine.
CaseyHOST
As 2026 is winding down, there may still be time for you to make some meaningful tax moves, especially with several new tax breaks.
CaseyHOST
on the books tax expert ed slott tells morningstar that this could also be a good time to consider a roth conversion i
Ed SlottSOUNDBITE_SPEAKER
want to convert when you believe your rates will be the lowest the actual tax rates are historically low right now and they will continue to be i believe at least for another few years the one big beautiful bill act one of the key parts of that bill was the extension of the reduced rates permanently Now, that word permanently in tax law does not mean the same thing as permanent in the dictionary.
Ed SlottSOUNDBITE_SPEAKER
In tax law, it means until a future Congress changes the rules.
Ed SlottSOUNDBITE_SPEAKER
And if you can convert while you have known rates, known rates that you can count on, you can control your taxes using up the low brackets, the 12, 22, 24 percent brackets.
CaseyHOST
So, Sean, I want you to talk to us about what tax moves listeners should be considering before the end of the year.
Sean MasonGUEST
Yeah, it's a really good question, but I'll tell you, Ed Slott, he is the true tax guru.
Sean MasonGUEST
He's been a mentor of mine for years, and I know many other advisors as well.
Jim SaulnierHOST
Well, the harvest of my tomatoes is being driven more by I'm leaving tomorrow for Nashville.
Jim SaulnierHOST
And I will be there for three days for the Ed Slott training.
Jim SaulnierHOST
And then from Nashville, I will fly to Ohio.
Jim SaulnierHOST
So I will not be in my yard anymore.
Jim SaulnierHOST
And since that as of yet unnamed person, George, we're calling him, who forgot my I mean, his notes on little known IRA rules and some undisclosed Midwestern apartment complex.
Jim SaulnierHOST
I had to find a different topic to talk about with IRAs.
Jim SaulnierHOST
And I remember the Ed Slott group talking about this in one of our And I thought, well, let me dig that up again and talk about mistakes that cannot be undone or mistakes that cannot be fixed with IRAs.
Jim SaulnierHOST
There's many mistakes you can make with IRAs.
Randy CookHOST
We talk about this regularly.
Randy CookHOST
This is Ed Slott.
Randy CookHOST
You've heard of him a lot on PBS.
Randy CookHOST
He's been talking about this for years.
Randy CookHOST
So talk to me.
Randy CookHOST
Yeah.
Alan CohenGUEST
First off, I believe Ed Slott is a genius.
Alan CohenGUEST
I've been following him for over 30 years.
Kevin McAlpinHOST
There's charitable giving, there's overtime, even auto loan interest.
Kevin McAlpinHOST
I bring it up because I recently heard tax expert Ed Slott tell Morningstar that this could also be a great opportunity for our listeners to consider a Roth IRA.
Kevin McAlpinHOST
You want to
Ed SlottSOUNDBITE_SPEAKER
convert when you believe your rates will be the lowest.
JessHOST
As the year winds down, Kev, there may still be some time to actually make some meaningful tax moves, which is important, especially with several new tax breaks on the books.
JessHOST
So tax expert Ed Slott tells Morningstar that this could also be a good time to consider something called a Roth conversion.
JessHOST
Let's see what he has to say.
Ed SlottSOUNDBITE_SPEAKER
You want to convert when you believe your rates will be the lowest.
34 more episodes mention Ed Slott.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.