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White House · Policy · Defense · Congress · 2020 Elections · CNBC TV. Don't botch this year-end retirement move, or else you'll face taxes. “Now is the time to do it,” said Ed Slott, CPA and founder of Ed Slott and Co. in Rockville Centre, New York.. Deciding between a Roth IRA and Traditional IRA.
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He is the founder and CEO of the Carson Group, which serves financial advisors and investors through its businesses including Carson Group Coaching, Carson Group Partners and Carson Wealth.
Slott also publishes Ed Slott's IRA Advisor, a monthly IRA newsletter.
He is a personal finance columnist for numerous financial publications.
He has appeared on numerous national television and radio programs.
Spenser Segal Spenser Segal has more than 20 years of experience in the financial services industry, including Vice President of e-Commerce Strategy and Development for American Express Financial Advisors AEFAwhere he directed the reconstruction of several websites into an integrated, customer-oriented financial services offering.
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Lessons Learned During This Tax Season

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