Ed Slott and Company Launches Direct-to-Consumer Retirement Tax Education Campaign

America's IRA Experts introduce a free national video special, an on-demand Tax-Savings
Toolkit, and a new quarterly newsletter to help retirement savers keep more of their money

NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Ed Slott and Company, LLC, widely recognized as "America's IRA Experts," today announced the launch of its first direct-to-consumer education campaign with new resources to help retirees and pre-retirees protect savings from unnecessary taxes and make more informed decisions with their advisors. This new initiative builds on Ed Slott and Company's long-standing legacy by delivering free and premium, easy-to-understand retirement tax guidance directly to individuals in on-demand formats.

"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."

Three Ways to Learn and Take Action:

1. The Ultimate Retirement Tax-Savings Roadmap — a free 40-minute video special 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. Watch at irahelp.com/retirementroadmap.
   
   
2. The Retirement Tax-Savings Toolkit — four premium on-demand video guides on Roth conversions, RMDs and inherited IRAs, 401(k) rollovers and beneficiary planning. Each offers efficient, actionable steps to reduce taxes and protect savings, plus a bonus report on nine common retirement tax mistakes. Available individually or as a bundle at irahelp.com/taxbundle.
   
   
3. "Keep More Quarterly" — a new newsletter for retirees with strategies to maximize retirement income, minimize taxes and safeguard family wealth. Download the free premiere issue or subscribe at irahelp.com/keepmore.

For more than two decades, Ed Slott and Company has educated millions of households through national television programs and live events, raising tens of millions of dollars for public television over the years. Ed Slott and Company is a team of tax attorneys, CPAs and CFP® professionals dedicated solely to retirement distribution planning and tax education. The firm is dedicated solely to education, with deep expertise in translating complex rules into clear guidance that empowers individuals to have stronger, more productive conversations with their own financial advisors.

"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."

About Ed Slott and Company, LLC

For more than 20 years, Ed Slott and Company has been America's IRA Experts—a team of CPAs, JDs and CFP® professionals dedicated solely to retirement distribution planning and tax education. The firm provides premium training for more than 500 member advisors through Ed Slott's Elite IRA Advisor Group℠, teaches advanced retirement tax courses at The American College of Financial Services, and is frequently featured in outlets including The Wall Street Journal, USA Today and Forbes. Through national speaking engagements, in-depth advisor programs, consumer resources and its podcast "The Great Retirement Debate," the team has helped millions of Americans—and the professionals who serve them—understand complex tax rules and keep more of their retirement savings. Learn more at irahelp.com.

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SOURCE Ed Slott and Company