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Staff Bios

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 mailbag@irahelp.com and we will choose several to answer each Thursday!

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For any general questions please contact Thomas Berman at Tom@irahelp.com

Meet The Slott Report Staff:

Beverly DeVeny

Beverly DeVeny is an IRA distribution expert and the Director of Retirement Education with Ed Slott and Company. She is a technical editor of Ed Slott's IRA Advisor, a monthly IRA newsletter and was a technical editor of Ed Slott's books, The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Your Complete Retirement Planning Road Map (Ballantine Books, 2007),  and Parlay Your IRA Into a Family Fortune (Viking, 2005). Beverly has co-authored articles in Retirement Planning Magazine and the Boston Business Journal, and has addressed the American Institute of Certified Public Accountants Retirement Conference, the Connecticut Society of Certified Public Accountants and the New Jersey Bankers Association, Financial Management and Trust Division, AIG Advisors Commitment to Education Conference and OppenheimerFunds. She was formerly a Retirement Plans Specialist with The Private Bank at Bank of America.

Sarah Brenner

Sarah Brenner is an IRA Analyst with Ed Slott and Company. She has worked for 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 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.


* Please note that The Slott Report is a copyrighted publication that is not intended for republication by outside parties. We highly encourage readers to share our articles to their own network through our social networks.