Recent Posts

• What Millennials, Gen X & Boomers Have In Common But Don’t Admit, Discuss, Nor Plan For February 27, 2020
• 10 THINGS TO KNOW ABOUT THE SECURE ACT’S 10-YEAR RULE February 26, 2020
• Weekly Market Commentary February 25, 2020
• CAREFUL CONSIDERATIONS: SPOUSAL ROLLOVER OR INHERITED IRA? February 24, 2020
• 7 Smart Money Moves for 2020 February 20, 2020
• TAX RULES FOR DIFFERENT TYPES OF WORKPLACE PLANS February 19, 2020
• BACK DOOR CONVERSIONS AND GRANDCHILDREN UNDER THE SECURE ACT: TODAY’S SLOTT REPORT MAILBAG February 19, 2020
• Weekly Market Commentary February 19, 2020
• SECURE ACT REQUIRES ACTION IF A TRUST IS YOUR IRA BENEFICIARY February 17, 2020
• Is retirement good for health or bad for it? February 13, 2020
• QCDS AND INHERITED ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG February 13, 2020
• INDIANA JONES AND THE 72(T) IDOL February 12, 2020
• Weekly Market Commentary February 11, 2020
• SPOUSAL PROTECTION IN COMPANY RETIREMENT PLANS February 10, 2020
• ROTH CONVERSIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG February 6, 2020
• Fixed vs. Fixed Indexed Annuities: What’s the Difference? February 5, 2020
• MOVING YOUR IRA FUNDS WHILE TAKING RMDS? PROCEED WITH CAUTION February 5, 2020
• Weekly Market Commentary February 4, 2020
• EDBS IN DETAIL: MINORS, DISABLED AND CHRONICALLY ILL February 3, 2020
• Numbers that older workers and retirees need to know in 2020 January 31, 2020