Recent Posts

• SPOUSE AS IRA BENEFICIARY October 18, 2021
• Weekly Market Commentary October 18, 2021
• Weekly Market Commentary October 18, 2021
• FIRST-YEAR RMDS AND IRA SURVIVING SPOUSE OPTIONS – TODAY’S SLOTT REPORT MAILBAG October 14, 2021
• Financial Health October 13, 2021
• TIME TO SIMPLIFY YOUR RETIREMENT October 13, 2021
• A POSSIBLE SOLUTION TO THE “MEGA IRA” RESTRICTIONS October 11, 2021
• Weekly Market Commentary October 11, 2021
• Why Financial Literacy Is So Important October 8, 2021
• NONSPOUSE BENEFICIARIES AND 2021 RMDS: TODAY’S SLOTT REPORT MAILBAG October 7, 2021
• EARNINGS ARE EARNINGS WITHIN A TRADITIONAL IRA October 6, 2021
• WHAT THE NEW TAX PROPOSALS MEAN FOR ROTH CONVERSIONS October 4, 2021
• Should COVID-19 Change Your Retirement Strategy? October 3, 2021
• Weekly Market Commentary October 3, 2021
• Monthly Market Review for September 2021 October 1, 2021
• INHERITED IRAS AND 2021 RMDS: TODAY’S SLOTT REPORT MAILBAG September 30, 2021
• RESTRICTIONS ON 401(K) IN-SERVICE WITHDRAWALS September 29, 2021
• CHECKING I.D.’S AT THE DOOR – KEY RETIREMENT ACCOUNT AGES AND RULES September 27, 2021
• Weekly Market Commentary September 26, 2021
• CONGRESS LOOKS TO ELIMINATE BACK-DOOR ROTH STRATEGIES September 23, 2021