New York City · CPA & Tax · Professional
Ed Slott
Is this you?
Get a free preview showing one buyer question where AI assistants name Ed Slott at Ed Slott and Company, LLC or someone else. Emailed from support@viclaro.app within one business day. See the paid brief format →
All-time mentions
12
AI responses in this market that named Ed Slott.
AI coverage
2/4
AI assistants that named this professional across all published research.
All-time assistant breakdown
Every published run for this market is counted here.
| Assistant | Citations |
|---|---|
| ChatGPT | 0 |
| Claude | 4 |
| Gemini | 8 |
| Perplexity | 0 |
Measurement window
All-time results for this market
Responses analyzed
7,896
Responses naming professional
12
Lifetime mention rate
0.2%
These totals cover all analyzed responses for this city and category. The professionals ranking shows the latest dated snapshot.
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.
5 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 2026-08-21 22:50:18 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 intricacies.
- Michael Kitces (Nerd's Eye View): While not a direct service provider, his firm XY Planning Network can connect you with fee-only advisors specializing in complex tax and retirement planning.
- The Retirement Group: Focuses on retirement income planning and tax-efficient distribution strategies for high-net-worth individuals.
- Ric Edelman (Edelman Financial Engines): A large firm with advisors specia…
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 2026-08-21 22:50:15 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, especially post-SECURE Act.
- Kitces.com (Michael Kitces): Offers detailed technical analysis and strategies for complex financial planning, including inherited IRAs.
- The Retirement Group: Specializes in retirement income planning and tax-efficient distribution strategies.
- Wealthspire Advisors: A large RIA with expertise in high-net-worth tax and financial planning, including inherited assets.
- Cerity Partners: Offers compreh…
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,... anthropic/claude-sonnet-4.6 2026-08-21 22:50:08 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?
Firms/Attorneys That Handle This Well
Fee-Only Financial Planners with IRA Distribution Expertise
- Ed Slott's "Elite IRA Advisor" network — Slott literally wrote the book on inherited IRA rules; his trained advisors are the gold standard for this specific problem; find one at irahelp.com
- Savant Wealth Management — strong on tax-efficient IRA distribution planning for high-income inheritors
- Buckingham Strategic Wealth — deep bench on SECURE Act inherited IRA strategy, works with high-W2 clients regularly
NYC-Area Specific
-…
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.
Turn this public record into a decision.
Get the complete competitive gap, the public evidence behind it, and the three changes worth testing first.
Request the competitive brief →