Why Work with an Ed Slott Master Elite IRA Advisor?

Retirement planning is complex, and a single mistake in the tax code can cost you a fortune. As a member of Ed Slott’s Master Elite IRA Advisor Group™, I belong to an exclusive network of the nation’s top financial professionals dedicated to mastering retirement distribution.

• Continuous Education: We attend semiannual workshops and webinars, passing rigorous exams to stay at the forefront of IRA rules, regulations, and strategies.
• Direct Access to Experts: We have a 24/7 "backstage pass" to Ed Slott and his team of technical experts to help solve your most complex cases.
• Real-Time Updates: We receive immediate notifications on changing tax laws, ensuring your retirement savings are always protected from unnecessary taxes and fees.
• Specialized Resources: We utilize proprietary diagnostic tools and checklists to ensure your IRAs are set up and maintained with precision.

Ed Slott, CPA
Founder and CEO
Recognized as "America's IRA Expert" by The Wall Street Journal and Mutual Funds Magazine, Ed is a nationally renowned speaker, best-selling author, and Professor of Practice at The American College of Financial Services. He is the creator of Ed Slott’s Elite IRA Advisor Group, which celebrates its 20th year in 2025 as the nation’s premier network for specialized tax and retirement expertise. 

Ed is the recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education, widely considered the industry’s highest professional honor. His career is further distinguished by the prestigious Excellence in Estate Planning and Outstanding Service awards from the Foundation for Accounting Education, as well as recognition as an InvestmentNews Innovator and a ThinkAdvisor Luminary for his lifelong contributions to the financial advice industry. 

Beyond his technical accolades, Ed is an Accredited Estate Planner (AEP) Distinguished and a former board member of The Estate Planning Council of New York City. He has served as the Chairman of the New York State Society of CPAs Estate Planning Committee and as the editor of the IRA planning section for The CPA Journal.  A legendary PBS host and the author of several best-sellers, he continues to lead the industry with his 2024 release, The Retirement Savings Time Bomb Ticks Louder

Sarah Brenner, JD
Director of Retirement Education
Sarah has over 20 years of experience in the retirement industry, specializing in translating complex tax laws into actionable strategies. A member of the Pennsylvania Bar and a Villanova School of Law graduate, she serves as the lead writer for Ed Slott’s IRA Advisor and is a primary educator for financial professionals nationwide.

Andy Ives, CFP®, AIF®
IRA Analyst
With two decades of financial services experience, Andy specializes in IRA rules and 401(k) plan design. He provides technical support to the Elite IRA Advisor Group, helping professionals avoid the "trap doors" of retirement distribution. His background includes deep expertise in mutual fund management and plan implementation.

Ian Berger, JD
IRA Analyst
An ERISA attorney with over 30 years of experience, Ian is an expert on the tax complexities of 401(k), 403(b), and 457(b) plans. A graduate of NYU School of Law and former General Counsel to the City of Baltimore Retirement Systems, he is a frequent contributor to the Wall Street Journal and other national media outlets.