E Slott & Company

What E Slott & Company does

Ed Slott and Company, LLC is a privately held professional education firm headquartered in Rockville Centre, New York, specializing in IRA and retirement tax training for the U.S. financial services industry. The company serves a primary audience of financial advisors, CPAs, and estate planning attorneys alongside a secondary consumer audience of retirement savers, and generates revenue through a diversified mix of professional training programs (live and virtual 2-Day IRA Workshops offering up to 14 hours of CE credit), a subscription Elite IRA Advisor Group℠ membership program with approximately 500 members managing $90B+ in collective client assets, and recurring premium newsletters (Ed Slott's IRA Advisor at $175/year, Social Security Advisor at $175/year, Keep More Quarterly at $175/year for personal use and $175-$500/year for advisor-branded bulk distribution). Additional revenue comes from individual video courses ($147 each) and bundles ($297), book sales (The Retirement Savings Time Bomb Ticks Louder, Penguin Random House 2024), corporate speaking engagements, and tiered event sponsorships (Bronze to Platinum, $2,500-$20,000+) sold to financial product companies.

The core technology stack is a web-based e-learning platform and content management system; the flagship IRA Success 12-course on-demand program is delivered through The American College of Financial Services' e-learning platform with mobile-first design, video presentations, course manuals, and assessments accredited for CFP, ChFC, CLU, RICP, CASL, and other designations. Distribution is multi-channel: direct sales (Elite membership via Member Relations Director Matt Smith, corporate partnerships via Kira Fasanella), self-service e-commerce at irahelp.com/shop, live and virtual event delivery, and an online Find an Advisor directory routing consumers to Elite members. Marketing relies on top-of-funnel content including the Slott Report blog, The Great Retirement Debate podcast, IRAtv YouTube channel, and free gated video specials, transitioning prospects to paid workshops, courses, and ultimately Elite membership.

The business is privately held and bootstrapped, led by founder and President Ed Slott (CPA), CEO Ryan Fortese, Managing Partner Laurin Levine, and a small team of IRA specialists including Sarah Brenner (JD), Andy Ives (CFP, AIF), and Ian Berger (JD). The company has 11-50 employees and reports 20+ years of continuous operation. It does not sell or endorse financial products, positioning itself as a pure-play objective education resource in the retirement planning space.

Name

E Slott & Company

Legal name

Ed Slott and Company, LLC

Website

https://irahelp.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Ed Slott and Company is a private IRA and retirement tax education firm providing workshops, e-learning, premium newsletters, video courses, and an exclusive Elite IRA Advisor Group℠ membership network serving financial advisors, CPAs, estate attorneys, and retirement savers across the United States.

Ownership category

akta.pro rank

Product category

Retirement Tax Education and Training

NAICS

Educational Support Services (61171)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Long-Term Planning (401(k), IRA, Pensions) (EDAAAJAI)

akta.pro secondary industries

Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• IRA education training
• Retirement tax planning
• Financial advisor CE
• Professional training workshops
• Retirement savings education

Headquarters

HQ city

Rockville Centre

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Training Programs and Workshops: Revenue from 2-Day IRA Workshop registrations and IRA Success e-learning course enrollments. The 2-Day Workshop offers up to 14 hours of continuing education credits. IRA Success is a 12-course CE-eligible program. These represent significant one-time registration fees per advisor.
2. Elite IRA Advisor Group Membership: Annual membership program providing ongoing training, workshops, webcasts, access to IRA Technical Consultants, and marketing resources. Members must complete the 2-Day Workshop or IRA Success first, then pay recurring membership fees. The group meets twice per year.
3. Newsletter Subscriptions: Premium monthly and quarterly newsletters for financial professionals and consumers. Ed Slott's IRA Advisor newsletter at $175/year (print or online with archive access). Keep More Quarterly newsletter at $175/year for personal use. Social Security Advisor newsletter at $175/year. Bulk subscriptions available at higher price points.
4. Speaking and Corporate Training: Keynote speaking fees for corporate events, advisor training programs, and consumer workshops. Corporate partners book Ed Slott and team for 1-2 hour presentations, multi-day workshops, and IRA Leadership Programs. Pricing is quote-based, with contact required for availability.
5. Book Sales: Sale of 'The Retirement Savings Time Bomb Ticks Louder' book published by Penguin Random House (2024), available through major retailers including Amazon, Barnes & Noble, and bulk ordering for advisors.
6. Client Newsletter Customization: Advisors can customize and distribute the Keep More Quarterly newsletter to their clients with their branding. Elite members receive preferential pricing at $175/year versus standard $500/year, plus printing/shipping costs.
7. Event Sponsorships and Advertising: Sponsorship opportunities at workshops and events allow financial services companies to reach highly credentialed, experienced advisors. Advertising on The Slott Report blog and IRA Updates reaches tens of thousands of readers. Tiered sponsorship levels from Bronze to Platinum.

Pricing tiers

Go-to-market motion3 records

Distribution channels8 records

Marketing channels12 records

Core offering

Ed Slott and Company delivers specialized IRA and retirement tax education through live 2-Day IRA Workshops, a 12-course on-demand IRA Success E-Learning program, premium professional and consumer newsletters, and the Ed Slott's Elite IRA Advisor Group membership network. The firm sells continuing education-eligible training, video courses, books, and corporate speaking engagements to financial advisors, CPAs, estate planning attorneys, insurance agents, financial institutions, and retirement savers.

Product overview

Ed Slott and Company operates as an IRA education and training company offering a portfolio of professional development programs, consumer education resources, and advisory tools. The core offerings include Ed Slott's Elite IRA Advisor Group℠ membership (an exclusive network of 500+ trained advisors), live training through the 2-Day IRA Workshop (Instant IRA Success), and the 12-course IRA Success E-Learning program powered by The American College of Financial Services. Professional newsletters include Ed Slott's IRA Advisor (monthly for advisors), Heather Schreiber's Social Security Advisor (monthly), and Keep More Quarterly (quarterly for consumers). Educational video courses cover topics like 401(k) rollovers, beneficiary mistakes, Roth conversions, and RMDs, available individually ($147 each) or bundled. Additional products include books, PDF guides, the Slott Report blog, The Great Retirement Debate podcast, and a Find an Advisor directory. Corporate training programs and speaking engagements for financial institutions and civic organizations round out the offering.

Differentiator

Problem solved

Functional benefit

Brands

• Ed Slott's Elite IRA Advisor Group℠: An exclusive organization of financial advisors dedicated to being leaders in the IRA industry, providing ongoing training, resources, and networking opportunities.
• The Slott Report
• The Great Retirement Debate
• IRA Success
• 2-Day IRA Workshop

Products and services

• Ed Slott's Elite IRA Advisor Group℠ Membership Annual membership providing financial advisors with two live workshops per year, access to IRA Technical Consultants, exclusive webcasts, free IRA Advisor newsletter subscription, Elite-only website section, and listing in the Find an Advisor directory.
• 2-Day IRA Workshop (Instant IRA Success) A two-day live or virtual IRA training workshop offering up to 14 hours of continuing education credits and a 400+ page reference manual covering SECURE Act, SECURE Act 2.0, OBBBA, and Trump Accounts.
• IRA Success E-Learning Program A 12-course on-demand program with video presentations, course manuals, charts, FAQs, and assessments offering CE credits for CAP, CASL, ChFC, ChSNC, CLF, CLU, FSCP, RICP, WMCP, CFP, and insurance designations.
• Ed Slott's IRA Advisor Newsletter A monthly professional newsletter providing money-saving IRA tax strategies, answers to complex IRA questions, analysis of court cases impacting distribution planning, and access to a past-issues archive database.
• Heather Schreiber's Social Security Advisor Newsletter A monthly professional newsletter covering Social Security benefits, legislation impact, important rules, common areas of confusion, and an advisor mailbag of case study questions.
• Keep More Quarterly Newsletter (Personal Use) A quarterly consumer newsletter delivering practical strategies to reduce taxes, protect retirement savings, and avoid costly mistakes, with timely tax law updates and real-world case studies.
• Keep More Quarterly Bulk Client Newsletter Program A client-ready quarterly print newsletter customized with advisor branding, logo, headshot, and bio, available in bulk order quantities from 50 to 1,000 copies.
• The Retirement Savings Time Bomb Ticks Louder A book by Ed Slott published by Penguin Random House providing an action plan to protect 401(k)s, IRAs, and retirement savings from taxes.
• Retirement Tax-Saving Roadmap (Free Video Special) A free consumer video training series covering the biggest tax mistakes in 50s, 60s, and 70s, Roth rules, beneficiary designations, and smart withdrawal strategies for IRAs and 401(k)s.
• 401(k) Rollover Mistakes to Avoid Video Course A video course covering common mistakes to avoid when rolling over 401(k) accounts, priced at $147 per course.
• Beneficiary Mistakes That Cost Heirs Video Course A video course covering beneficiary designation mistakes that can cost heirs, priced at $147 per course.
• Roth IRA Conversion Deep Dive Video Course A video course covering Roth IRA conversion strategies, timing, and tax considerations, priced at $147 per course.
• RMDs, QCDs & Inherited IRAs Video Course A video course covering required minimum distributions, qualified charitable distributions, and inherited IRA rules, priced at $147 per course.
• Retirement Tax Deep Dive Video Bundle A bundle combining all four deep-dive video courses (401(k) Rollover Mistakes, Beneficiary Mistakes, Roth IRA Conversion, RMDs/QCDs/Inherited IRAs) at $297, including bonus resources.
• 5 Easy Steps Digital Packages A family of digital packages covering steps to avoid common IRA mistakes, IRA distribution planning, and IRA tax planning, sold individually or as a complete bundle.
• Corporate Speaking Engagements and Advisor Training Customizable corporate training programs for financial institutions and advisor groups including 1-2 hour presentations, Top Advisor Client Workshops, Referral Relationship Builder sessions, and the IRA Leadership Program (1.5-day workshop).
• Civic and Non-Profit Keynote Speaking Keynote speaking services for civic and non-profit organizations featuring Ed Slott, CPA delivering informative and actionable tax education for donors, available live or virtual.

Quantifiable outcome

• Members save clients $136,000 in taxes by stopping a transaction within first 30 minutes of workshop.
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

25 partnerships are on record, tiered core and minor.

• The American College of Financial ServicescoreTechnology or IntegrationStrategic partnership to deliver the IRA Success 12-course e-learning program. The American College provides their proven e-learning platform, design expertise, and continuing education accreditation. Ed Slott and Company provides course content and expert instruction. The partnership enables CE credits for multiple designations (CAP, CASL, ChFC, ChSNC, CLF, CLU, FSCP, RICP, WMCP) and CFP certification.
• Ed Slott's Elite IRA Advisor Group MemberscoreStrategic or Co-development PartnerApproximately 500 financial advisors who have completed requisite training, pass background checks, attend semiannual workshops, and maintain ongoing education through the company. Members have average 27 years experience, manage $90+ billion in assets, and invest over $10,000/year in IRA education. The network represents the company's primary distribution channel to end consumers.
• Prosperity Capital AdvisorsminorGTM or Marketing PartnerPlatinum sponsor for Ed Slott's Elite IRA Advisor Group Workshop (April 22-24, 2026 in Las Vegas). Sponsorship provides exposure to highly credentialed financial advisors managing billions in client assets.
• Alphastar Capital ManagementminorGTM or Marketing PartnerGold sponsor for multiple Ed Slott and Company workshops including 2-Day IRA Workshop (February 2026, Las Vegas; July 2026, New York) and Elite workshops. Recurring sponsor across events.
• Brookstone Capital ManagementminorGTM or Marketing PartnerGold sponsor for multiple Ed Slott and Company workshops. Long-standing sponsor providing exposure to advisor audience.
• C2P (C2P Enterprises)minorGTM or Marketing PartnerGold sponsor for 2-Day IRA Workshop (February 2026, Las Vegas; July 2026, New York) and Elite Workshop (November 2026, Nashville).
• Financial CloudworksminorGTM or Marketing PartnerGold sponsor for 2-Day IRA Workshop (February 2026, Las Vegas; July 2026, New York).
• Midland National Life Insurance CompanyminorGTM or Marketing PartnerSilver sponsor for 2-Day IRA Workshop (February 2026, Las Vegas; July 2026, New York) and Elite workshops. Life insurance company seeking advisor relationships.
• Signal AdvisorsminorGTM or Marketing PartnerGold sponsor for Elite IRA Advisor Group Workshop (April 2026, Las Vegas).
• Sound Income GroupminorGTM or Marketing PartnerGold sponsor for Elite IRA Advisor Group Workshop (April 2026, Las Vegas).
• Advisors ExcelminorGTM or Marketing PartnerSilver sponsor for Elite IRA Advisor Group Workshops (April 2026, Las Vegas; November 2026, Nashville).
• EquiTrust Life Insurance CompanyminorGTM or Marketing PartnerBronze sponsor for Elite IRA Advisor Group Workshops (April 2026, Las Vegas; November 2026, Nashville).
• Financial Seminar ServicesminorGTM or Marketing PartnerSponsor for Ed Slott and Company workshops and events.
• CreativeOneminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• EncorEstate PlansminorGTM or Marketing PartnerSponsor for 2-Day IRA Workshop (February 2026, Las Vegas; July 2026, New York) and Elite workshops.
• Income LabminorGTM or Marketing PartnerSponsor for Ed Slott and Company workshops and events.
• Latitude Investment GroupminorGTM or Marketing PartnerSponsor for 2-Day IRA Workshop (February 2026, Las Vegas) and Elite workshops.
• Rockin' FinanceminorGTM or Marketing PartnerSponsor for 2-Day IRA Workshop (February 2026, Las Vegas).
• FFEBAminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• Focus Partners Advisor SolutionsminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• Paperback ExpertminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• Redwood Investment ManagementminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• SILLOETminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• Stonewood FinancialminorGTM or Marketing PartnerSponsor for Elite IRA Advisor Group Workshops.
• The American College of Financial ServicesminorGTM or Marketing PartnerSponsor for 2-Day IRA Workshop (July 2026, New York) and Elite Workshop (November 2026, Nashville).

Scale indicators12 records

Expansion highlights5 records

Direct peers

• The American College of Financial Services: Ed Slott & Company's strategic e-learning platform partner and the nation's leading provider of financial services designations (CLU, ChFC, RICP, etc.). It directly competes in the same advisor continuing-education niche, offering self-paced retirement-focused coursework that overlaps with IRA Success.
• Kitces.com: Michael Kitces' independent financial advisor education, research, and newsletter platform serving a similar 'high-end advisor who pays for premium expertise' persona. Operates on the same content-plus-paid-membership model targeting advisors who differentiate through technical mastery.
• National Association of Plan Advisors (NAPA): The leading U.S. membership association for retirement plan advisors, operating the NAPA 401(k) Summit, conferences, and the Retirement Plan Advisor (RPA) designation. Overlaps with Ed Slott's Elite network in addressing the same advisor segment focused on qualified-plan and IRA work.
• Fi360 (Broadridge): Provider of the Accredited Investment Fiduciary (AIF) designation and fiduciary-focused advisor training, now part of Broadridge. Directly comparable as a designation-driven education business serving advisors who must earn CE and specialty credentials to differentiate.
• Bob Carlson's Retirement Watch: Long-running paid retirement-focused newsletter and research service for individual retirees and advisors. Closely mirrors Ed Slott's IRA Advisor and Keep More Quarterly products as a paid subscription content competitor in the retirement tax/income space.
• OneFPA (Financial Planning Association): The flagship U.S. membership organization for financial planners, offering CE-accredited education, conferences, and the Journal of Financial Planning. Comparable to Ed Slott as a community-plus-content model for credentialed advisors, though broader in scope.

Emerging players

• Income Lab: A retirement-income planning software and research firm that also sponsors Ed Slott events. Comparable as an emerging, advisor-targeted retirement specialist offering a paid product (software + research) within the same retirement decumulation niche.
• Holistiplan: Tax planning software for financial advisors, focused on rapid whole-plan tax analysis. Adjacent but increasingly overlapping with Ed Slott's advisor training content as it embeds IRA/retirement tax education into advisor workflows.
• Money Guide Pro: Established retirement-focused financial planning software platform serving thousands of advisors, with built-in Monte Carlo and retirement-income modules. Comparable as an emerging consumer-of-Elite advisor tool, with growing education/training arm.

Broad incumbents

• InvestmentNews: Leading trade media brand for financial advisors that runs the Innovator Awards (which Ed Slott & Company won) and offers conference-based education. Comparable at the broad-incumbent level as a media-plus-events business serving the same advisor audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/theslottreport
• YouTubeyoutube.com/user/EdSlottandCompanyIRA
• Facebookfacebook.com/AmericasIRAExperts
• LinkedInlinkedin.com/in/edslott

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about E Slott & Company