Recent Posts

• Weekly Market Commentary April 19, 2021
• MAKING A 2020 ROTH IRA CONTRIBUTION April 19, 2021
• IRA RUMORS AND CONSPIRACY THEORIES April 15, 2021
• The How-Tos And Benefits Of A Minor Participating In 401(k)s April 14, 2021
• 60-DAY ROLLOVERS & SEP IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG April 14, 2021
• IRS SURPRISES WITH APPARENT EXPLANATION OF THE SECURE ACT 10-YEAR RULE April 13, 2021
• Weekly Market Commentary April 11, 2021
• Covid-19 Is Most Certainly A Retirement Story April 9, 2021
• INHERITED IRA & 401(K) ACCOUNTS: TODAY’S SLOTT REPORT MAILBAG April 8, 2021
• WHO MUST TAKE THE YEAR-OF-DEATH RMD April 7, 2021
• 5 QUESTIONS WITH GEORGE NICHOLS OF THE AMERICAN COLLEGE April 5, 2021
• IRA Contributions Might Lower Your Taxes. What’s The Right Strategy For You? April 5, 2021
• USING QUALIFIED CHARITABLE DISTRIBUTIONS TO OFFSET REQUIRED MINIMUM DISTRIBUTIONS AND DISTRIBUTIONS OF ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG April 1, 2021
• March 2021 Market Review and Outlook April 1, 2021
• FALLING WITHIN THE PHASEOUT, PART 2 – DETERMINING YOUR REDUCED IRA DEDUCTION FOR 2020 March 31, 2021
• Weekly Market Commentary March 27, 2021
• THE IRA CONTRIBUTION DEADLINE AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG March 25, 2021
• After One Year Of Covid-19, America’s Retirement Crisis Is Little Changed March 25, 2021
• EIGHT DIFFERENCES BETWEEN DC AND DB PLANS March 24, 2021
• FALLING WITHIN THE PHASEOUT, PART 1 – DETERMINING YOUR REDUCED ROTH IRA CONTRIBUTION LIMIT March 22, 2021