Recent Posts

• Fixed Indexed Annuity: Suze Orman and Annuity January 16, 2019
• PROHIBITED TRANSACTIONS January 16, 2019
• THE TOP 5 LAWS, RULINGS, AND DECISIONS FROM 2018 AFFECTING IRAS January 14, 2019
• 2019 Social Security Earnings Test Limits January 10, 2019
• INHERITED IRAS AND RMDS: TODAY’S SLOTT REPORT MAILBAG January 10, 2019
• DEEMED January 9, 2019
• 6 RULES FOR TAX-FREE ROTH IRA DISTRIBUTIONS January 7, 2019
• RMDS & ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG January 3, 2019
• If you’re planning to retire in 2019, here’s how to make sure you’re prepared January 2, 2019
• EASY NEW YEAR’S RESOLUTIONS FOR YOUR RETIREMENT January 2, 2019
• Is retirement good for health or bad for it? December 27, 2018
• ROTH IRAS AND RMDS: TODAY’S SLOTT REPORT MAILBAG December 27, 2018
• HAPPY HOLIDAYS! December 24, 2018
• Retirement Savings Resolutions for the New Year December 20, 2018
• HSA CONTRIBUTIONS AND RMDS: TODAY’S SLOTT REPORT MAILBAG December 20, 2018
• IRS EASES SOME OF THE RESTRICTIONS ON HARDSHIP DISTRIBUTIONS December 19, 2018
• WIDGET JERRY MEETS THE PRO-RATA RULE December 17, 2018
• TRANSFERRING IRA FUNDS AND YOUR ROTH IRA: TODAY’S SLOTT REPORT MAILBAG December 13, 2018
• ILLIQUID ASSETS AND IRA RMDS December 12, 2018
• The Social Security Retirement Age Increases to 66.5 in 2019 December 12, 2018