Firm profile
Ed Slott and Company, LLC
Atlas has observed Ed Slott and Company, LLC in 1 market across New York City.
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Observed appearances in this market
Each market has its own date and sample; there is no overall firm rank. Other roles and raw appearances are separate from primary recommendations; counts must not be added together.
Latest published rankings (1)
CPA & Tax New York City · Finance Rank #179 · 0.4% mention rate ±0.4 Oct 12, 2026 Details +Close −
1128 responses · 1/4 model families · Oct 12, 2026
Historical raw appearances · all roles
Named in 31 distinct assistant responses.
Aug 21, 2026 – Oct 11, 2026. Raw appearances do not establish a qualified primary rank or recommendation rate.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
31 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · CPA & Tax · New York City · Finance Mother passed in 2023 in New York City. Inherited a $1.6M traditional IRA (I'm a non-eligible-designated beneficiary — SECURE Act 10-year rule applies). I'm 52,... google/gemini-2.5-flash 2026-10-11 21:56:23 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Mother passed in 2023 in New York City. Inherited a $1.6M traditional IRA (I'm a non-eligible-designated beneficiary — SECURE Act 10-year rule applies). I'm 52, still working, W-2 around $260K. Trying to figure out drawdown strategy across 10 years and no one at my current tax prep place has any idea. Who does this well?
- Ed Slott and Company: Widely recognized IRA expert, provides training to financial professionals on inherited IRA rules.
- Michael Kitces (Nerd's Eye View): Prominent financial planning thought leader, often covers complex tax and retirement distribution strategies.
- Kitces.com Advisor Directory: Can help locate financial advisors specializing in advanced tax planning and retirement income.
- NAPFA (National Association of Personal Financial Advisors): Fee-only advisors, often have expertise in complex financial and tax plannin…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · CPA & Tax · New York City · Finance Mother passed in 2023 in New York City. Inherited a $1.6M traditional IRA (I'm a non-eligible-designated beneficiary — SECURE Act 10-year rule applies). I'm 52,... google/gemini-2.5-flash 2026-10-11 21:56:20 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Mother passed in 2023 in New York City. Inherited a $1.6M traditional IRA (I'm a non-eligible-designated beneficiary — SECURE Act 10-year rule applies). I'm 52, still working, W-2 around $260K. Trying to figure out drawdown strategy across 10 years and no one at my current tax prep place has any idea. Who does this well?
- Ed Slott and Company: Known for deep expertise in IRA and retirement plan distribution rules, including SECURE Act.
- Michael Kitces (Nerd's Eye View): While not a direct advisor, his platform and network often highlight advisors specializing in complex financial planning, including inherited IRAs.
- Kitces.com Advisor Directory: Search for advisors with "Tax Planning" or "Retirement Planning" specializations, often indicating expertise in inherited IRAs.
- NAPFA (National Association of Personal Financial Advisors): Search for …
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · CPA & Tax · New York City · Finance Solo consultant in New York City, netting $620K on the S-corp. I want to set up a defined benefit plan to shelter a big chunk of it. Who here does DB plans + So... google/gemini-2.5-flash 2026-10-11 21:19:35 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Solo consultant in New York City, netting $620K on the S-corp. I want to set up a defined benefit plan to shelter a big chunk of it. Who here does DB plans + Solo 401(k) stacking for solo shops, not just cash-balance for group practices? Three names.
…bler & Associates, LLC)**: A nationally recognized expert in tax and retirement planning strategies, often consulted for complex defined benefit arrangements.
- Slott Capital (Ed Slott and Company): While primarily known for IRA expertise, they also delve into advanced retirement planning, including DB plans for high-income individuals and business owners.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
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