Recent Posts

• RETIREMENT ACCOUNT ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG July 18, 2019
• Annuities: Why You Need To Know How They Work July 17, 2019
• QUALIFYING TO BE QUALIFIED July 17, 2019
• ROTH IRA & ROTH 401(K) – THE BASICS July 15, 2019
• INHERITED IRAS AND RMDS: TODAY’S SLOTT REPORT MAILBAG July 11, 2019
• GOING IN REVERSE July 10, 2019
• Financial Health Checklist July 10, 2019
• TAKING A LITTLE BIT OF THE STING AWAY July 8, 2019
• HAPPY 4TH OF JULY! – 4 IRA TIPS TO SHARE AT YOUR BARBECUE July 3, 2019
• 5 Things You Need to Know Before You Retire July 3, 2019
• CAUTION! NO ROLLOVER FOR NONSPOUSE BENEFICIARIES July 1, 2019
• ROTH CONTRIBUTIONS AND EMPLOYER RETIREMENT PLANS: TODAY’S SLOTT REPORT MAILBAG June 27, 2019
• What are the different types of annuities? June 27, 2019
• DON’T FEAR THE 5-YEAR RULE June 26, 2019
• BEST THING SINCE SLICED BREAD? June 24, 2019
• ROTH IRA ROLLOVERS AND CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG June 20, 2019
• This Annuity Awareness Month, Explore FIAs June 20, 2019
• 6 THINGS ABOUT ROLLOVERS THAT EVERY IRA OWNER SHOULD KNOW June 19, 2019
• THE PIANO MAN’S FIRST RMD June 17, 2019
• HSA CONTRIBUTIONS AND IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG June 14, 2019