Recent Posts

• INHERITED IRAS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG September 30, 2020
• Weekly Market Commentary September 29, 2020
• BENEFICIARY FORM BASICS September 29, 2020
• WHAT’S A TOP HAT PLAN? September 28, 2020
• SECURE ACT SUCCESSOR BENEFICIARY RULES AND PAYING BACK CORONAVIRUS-RELATED DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG September 28, 2020
• 8 THINGS YOU NEED TO KNOW ABOUT YOUR INHERITED IRA September 28, 2020
• SECURE ACT: “WE DON’T KNOW YET” September 28, 2020
• Coronavirus-related relief for retirement plans and IRAs questions and answers September 26, 2020
• Weekly Market Commentary September 22, 2020
• Despite uncertainty driven by COVID-19, Americans can look to the long term. September 17, 2020
• Weekly Market Commentary September 15, 2020
• COVID-19 and retirement: Impact and policy responses September 11, 2020
• INHERITED ROTH IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG September 10, 2020
• Weekly Market Commentary September 9, 2020
• IRS ISSUES GUIDANCE ON CERTAIN SECURE ACT CHANGES September 8, 2020
• INHERITED IRAS AND THE 60-DAY ROLLOVER WINDOW: TODAY’S SLOTT REPORT MAILBAG September 3, 2020
• Coronavirus is creating retirement insecurity. These 10 steps can defuse the timebomb of an ageing population September 3, 2020
• PENALTY-FREE IRA DISTRIBUTIONS FOR FIRST-HOME PURCHASE September 2, 2020
• Weekly Market Commentary September 1, 2020
• August 2020 Market Review and Outlook September 1, 2020