With its inception in May 2009, The Slott Report (www.theslottreport.com) is a daily information portal for IRA, retirement, financial planning and personal finance information. The site's goal is to provide accurate, timely, information through daily articles and videos Monday through Friday.
The Slott Report is an extension of Ed Slott and Company, called "America's IRA Experts" by Mutual Funds Magazine and the "Best Sources of IRA Advice" by The Wall Street Journal.
If you have any questions about the content of the articles, feel free to post a comment in the comments section under each article. Don't forget to share articles you enjoyed with your friends, family and colleagues via email or any applicable social media outlet -- Facebook, Twitter or LinkedIn.
Consumers: If you have any questions, please email [email protected] and we will chose several to answer each Thursday!
Any general questions can be emailed to [email protected].
Below are brief bios about those involved with the writing and editing of The Slott Report:
Beverly DeVeny is an IRA distribution expert and IRA Technical Consultant with Ed Slott and Company. She is a technical editor of Ed Slott's IRA Advisor, a monthly IRA newsletter and was a technical editor of Ed Slott's books, The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Your Complete Retirement Planning Road Map (Ballantine Books, 2007), and Parlay Your IRA Into a Family Fortune (Viking, 2005). Beverly has co-authored articles in Retirement Planning Magazine and the Boston Business Journal, and has addressed the American Institute of Certified Public Accountants Retirement Conference, the Connecticut Society of Certified Public Accountants and the New Jersey Bankers Association, Financial Management and Trust Division, AIG Advisors Commitment to Education Conference and OppenheimerFunds. She was formerly a Retirement Plans Specialist with The Private Bank at Bank of America. Beverly's articles appear each Friday.
CLICK HERE to read the archive of Beverly's articles.
Jeffrey Levine is an IRA Technical Consultant with Ed Slott and Company, LLC. He is highly regarded as an expert in IRA distribution planning and is a consultant for advisors and clients. Jeff is a contributing writer and editor for Ed Slott's IRA Advisor and a presenter of advanced training programs. Jeff has been quoted in numerous publications throughout the country, including the New York Times, San Francisco Chronicle, Newsday and Producer's eSource. A frequent presenter of advanced training programs, Jeff has helped educate thousands of financial advisors, CPAs and attorneys in complex IRA tax and estate planning strategies. Jeff's articles appear each Wednesday.
CLICK HERE to read the archive of Jeff's articles.
Marvin Rotenberg is an IRA Technical Consultant with Ed Slott and Company, LLC. Marvin is a lecturer, instructor and writer in the field of retirement planning. Widely regarded for his expertise in retirement plan distributions, Marvin speaks frequently to professional legal and accounting organizations. Marvin has written many articles appearing in such publications as the CPA Journal, Retirement Planning Journal and Ed Slott's IRA Advisor. In addition, he co-authored two training manuals related to tax planning with retirement assets. Marvin has also been quoted in nationally recognized media including The Wall Street Journal, Forbes Magazine, Time, Fortune Magazine and Money Magazine. He has appeared on the CNN Show, "Dollars & Cents" with Alan Chernoff and "The Money Show" on public radio. Prior to joining Ed Slott and Company, Marvin was Director of Individual Retirement Services with Bank of America. Marvin's articles appear each Tuesday; Marvin also answers consumer questions in the Mailbag each Thursday.
CLICK HERE to read the archive of Marvin's articles.
Jared Trexler is a marketing specialist and social media manager with Ed Slott and Company, LLC. Jared is the managing editor and personal finance writer for The Slott Report and handles all design, administrative and content coordination for the site. Jared also has a vast writing background with two published books, Penn State Football: An Interactive Guide to the World of Sports (Savas Beatie, 2009) and 99 Things You Wish You Knew Before...Filling Out Your Hoops Bracket (99 Series, 2011).
