Enjoy the Dream of Retirement Income Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Your Family Bank Fill Out The Form Below If You Have Any Questions! Name First Last PhoneEmail CAPTCHAComment Weekly Market Commentary REQUIRED MINIMUM DISTRIBUTIONS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG 3 Ways Retirement Planning is Changing in 2024 WHAT IS RETIREMENT? FANTASY VS. REALITY HOW SECURE 2.0 IMPACTS COMPANY PLAN IN-SERVICE WITHDRAWALS Weekly Market Commentary HIGHER EDUCATION AND BACKDOOR ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG Five new retirement numbers to know in 2024 TAX TIME TIPS FOR IRAS WHAT’S THE PROCESS WHEN A TRUST (OR ESTATE) IS IRA BENEFICIARY? Weekly Market Commentary America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. COVERDELL ESA ACCOUNTS AND FIRST RMD YEAR DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG WHAT ARE THE RULES FOR 401(K) IN-SERVICE WITHDRAWALS? TAX COURT RULES NEW SECURE 2.0 STATUTE OF LIMITATIONS ON EXCESS CONTRIBUTION PENALTY IS NOT RETROACTIVE Weekly Market Commentary As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate ROTH CONVERSIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG 5 COMMON IRA MISTAKES AND PROPER CORRECTIVE ACTION…IF AVAILABLE! Privacy Policy Phone (317) 459-8634 Schedule Your Appointment Today! Terms of Use