Ed Slott and Company Releases Educational Campaign
Ed Slott and Company, LLC announced the launch of its direct-to-consumer education campaign aimed at helping retirees and pre-retirees protect savings from taxes.
“Too many retirement savers unknowingly give away portions of their nest egg to unnecessary taxes,” said Ed Slott, CPA, founder of Ed Slott and Company. “This campaign provides the knowledge people need to spot opportunities, avoid costly mistakes and confidently advocate for themselves when working with an advisor. It’s about education and empowerment, not selling investments.”
The new features include:
- A 40-minute video explaining the biggest tax mistakes people make in their 50s, 60s and 70s and how to avoid them. Viewers learn how to reduce taxes on IRAs, Roth conversions and required minimum distributions (mandatory withdrawals); why a will may not control IRA inheritance; and smart withdrawal strategies to protect income and legacy.
- Four on-demand video guides on Roth conversions, RMDs and inherited IRAs, 401(k) rollovers and beneficiary planning.
- A newsletter for retirees with strategies to maximize retirement income, minimize taxes and safeguard family wealth.
“This campaign is the result of a true team effort,” said Ryan Fortese, partner at Ed Slott and Company. “By bringing decades of advanced retirement tax strategies to a modern, on-demand format, we’re giving retirement savers the knowledge to act confidently and giving advisors fresh ways to spark meaningful client conversations.”
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