Recent Posts

• Out With the $1 Million Goal for Retirement: What You Will Really Need October 11, 2018
• COMBINING INHERITED IRAS AND THEIR RMDS October 11, 2018
• SIMPLE INHERITED IRA SCREW-UP RESULTS IN A $9,000 TAX BILL October 8, 2018
• ROTH CONTRIBUTIONS & CALCULATING RMDS: TODAY’S SLOTT REPORT MAILBAG October 4, 2018
• WHY IRA BENEFICIARIES SHOULD NAME THEIR OWN BENEFICIARIES October 3, 2018
• Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season October 3, 2018
• USING THE MEDICAL EXPENSE EXCEPTION TO THE 10% EARLY DISTRIBUTION PENALTY October 1, 2018
• IRA ROLLOVERS AND PAYING FOR COLLEGE WITH A 401(K): TODAY’S SLOTT REPORT MAILBAG September 27, 2018
• Your biggest retirement expense: What Medicare Doesn’t Cover September 26, 2018
• A Simple Way to Get Guaranteed Income in Retirement September 21, 2018
• IRS UPDATES THE SPECIAL TAX NOTICE (ROLLOVER NOTICE) FOR QUALIFIED PLANS September 20, 2018
• ARE CHANGES COMING TO THE IRA RULES? September 17, 2018
• ROTH IRAS AND IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG September 13, 2018
• ROTH IRAS AND THE 5-YEAR RULES September 12, 2018
• Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement September 12, 2018
• OCTOBER 15 IS THE DEADLINE TO RECHARACTERIZE 2017 IRA CONTRIBUTIONS AND CONVERSIONS September 11, 2018
• 3 Simple Ways to Save for Retirement September 6, 2018
• TRUSTS AND BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG September 6, 2018
• EXCEPTIONS TO THE 10% EARLY DISTRIBUTION PENALTY: PROCEED WITH CAUTION September 5, 2018
• 7 TAX-FREE HSA DISTRIBUTIONS THAT MAY SURPRISE YOU September 4, 2018