Recent Posts

• RETIREMENT ACCOUNT ROLLOVERS AND STRETCH IRAS: TODAY’S SLOTT REPORT MAILBAG May 16, 2019
• 10 Myths About Annuities You Shouldn’t Believe May 15, 2019
• USING A ROTH IRA TO PAY FOR HIGHER EDUCATION? BE CAREFUL! May 15, 2019
• ROTH IRA: TWO CLOCKS May 13, 2019
• REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG May 9, 2019
• AVOIDING THE EARLY DISTRIBUTION PENALTY May 8, 2019
• Baby Boomer Retirement Trends: Transportation & Health Care May 8, 2019
• TWO POPULAR QCD QUESTIONS May 6, 2019
• TWO POPULAR QCD QUESTIONS May 6, 2019
• April 2019 Market Review and Outlook May 1, 2019
• New Research from Principal Shows Annuities Improve Retirement Outcomes May 1, 2019
• CHECKING ALL THE BOXES WITH NET UNREALIZED APPRECIATION April 30, 2019
• QCDS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG April 25, 2019
• DOES THE PROPOSED SECURE ACT MEAN THE DEATH OF THE STRETCH IRA? April 24, 2019
• Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning April 24, 2019
• PAYING ATTENTION TO THE RULES IS CRUCIAL April 17, 2019
• Annuities: Why You Need To Know How They Work April 16, 2019
• TAX DAY IS HERE! – 2 IRA LESSONS WE LEARNED THIS TAX SEASON April 15, 2019
• MISSED RMDS AND RETIREMENT PLAN ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG April 11, 2019
• Two Tax Questions to Ask Yourself About Retirement Planning April 11, 2019