The Slott Report (www.theslottreport.com) is Ed Slott and Company's digital publication for IRA, retirement, tax, financial planning and personal finance news. Our goal is to provide accurate, timely, and valuable information for both financial professionals and consumers.
Do you have a question for our IRA Experts? Please email [email protected] and we will choose several to answer each Thursday!
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For any general questions please contact Ryan Fortese at [email protected]
Meet The Slott Report Staff:
Sarah Brenner, JD
Director of Retirement Education
Sarah has worked for almost twenty years helping clients solve complex technical IRA questions. She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications such as CCH IRA Guide.
She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.
Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com. Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors.
Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar. She practiced law with a concentration in elder law for several years and for fifteen years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.
Andy Ives, CFP®, AIF®
Andy has over 20 years of experience in the financial services industry where he has engaged in a wide range of duties. Andy was a relationship manager at a mutual fund company and sold short duration investment products to institutional clients.
He wholesaled 401K record keeping solutions to financial advisors and direct to business owners. Most recently Andy worked as a Regional Sales Director for a third party administrator where he partnered closely with advisors and plan sponsors.
Andy earned the Certified Financial Planner(r) designation in 2008, the Accredited Investment Fiduciary designation in 2014, and served as Board member and past President of the North Florida Chapter of the Society of Financial Service Professionals.
Andy currently lives in Fleming Island, Florida with his wife Sue and son Max.
Ian Berger, JD
Ian has over 30 years of experience providing advice on a wide array of ERISA and tax issues relating to retirement plans. He has worked closely with 401(k), 403(b), 457(b) and defined benefit plans, as well as IRAs.
Most recently, Ian served as General Counsel to the City of Baltimore Retirement Systems, where he handled all legal matters pertaining to the City’s Employees’ Retirement System (a defined benefit plan) and Deferred Compensation Plan (a 457(b) plan).
He previously practiced law at the Baltimore law firm of Gordon Feinblatt and worked as a consulting attorney with Mercer Consulting.
Ian received his B.A. from the University of Pennsylvania and his law degree from the New York University School of Law. He is a member of the Maryland Bar.
With his two children having relocated to New York, Ian lives in Baltimore with his wife Robin and beagle mix Joey.
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