Recent Posts

• ROTH CONVERSIONS AND THE 60-DAY ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG November 14, 2019
• Is a Fixed Indexed Annuity Right for Me? November 14, 2019
• Is a Fixed Indexed Annuity Right for Me? November 14, 2019
• HOW THE 401(K) NONDISCRIMINATION RULES WORK – PART 2 November 13, 2019
• A Retirement Expert Says Annuities Are Better Than Bonds for Guaranteed Income. Here’s His Argument November 12, 2019
• (no title) November 11, 2019
• QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPOT MAILBAG November 7, 2019
• MODERATION November 6, 2019
• WHO SHOULD BE YOUR IRA BENEFICIARY? November 4, 2019
• October 2019 Market Review and Outlook November 1, 2019
• ROTH IRA WITHDRAWALS AND COMPANY PLAN LIMITS: TODAY’S SLOTT REPORT MAILBAG October 31, 2019
• U.S. News Unveils the 2020 Best Places to Retire October 31, 2019
• VESTING RULES FOR COMPANY PLANS October 30, 2019
• THE 5-YEAR FOREVER CLOCK October 28, 2019
• Does your financial plan hold up to scrutiny? October 25, 2019
• IRAS IN A DIVORCE AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG October 24, 2019
• Third Quarter Market Review and Outlook October 24, 2019
• SEVEN THINGS TO KNOW ABOUT SPOUSAL IRA CONTRIBUTIONS October 23, 2019
• ALL ABOUT ERISA October 21, 2019
• BENEFICIARY FORMS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG October 17, 2019