Recent Posts

• Trend: More Americans now want to retire early June 16, 2021
• The Financial Institution That Gets Longevity, COVID, and The New Retirement June 14, 2021
• Weekly Market Commentary June 12, 2021
• INHERITED 401(K) PLANS AND THE RMD AGE: TODAY’S SLOTT REPORT MAILBAG June 10, 2021
• IRS RECTIFIES MISTAKEN INTERPRETATION OF 10-YEAR PAYOUT RULE June 9, 2021
• 10-YEAR RULE: BENEFICIARY PLANNING “LOOPHOLE” CLOSED June 7, 2021
• These five steps will help you toward a safe, secure, and fun retirement June 4, 2021
• ROTH CONVERSIONS & 401(K) RMDS: TODAY’S SLOTT REPORT MAILBAG June 3, 2021
• SECURE ACT REGULATIONS EXPECTED “SOON” June 2, 2021
• Weekly Market Commentary May 31, 2021
• RMD RULES & INHERITED IRAS UNDER THE SECURE ACT: TODAY’S SLOTT REPORT MAILBAG May 27, 2021
• HOW THE ONCE-PER-YEAR ROLLOVER RULE IS MISUNDERSTOOD May 26, 2021
• EXCESS IRA CONTRIBUTIONS – GAMING THE SYSTEM? May 24, 2021
• Weekly Market Commentary May 23, 2021
• How to Retire in 2021 May 20, 2021
• NON-SPOUSE BENEFICIARIES AND CALCULATING YOUR RMD: TODAY’S SLOTT REPORT MAILBAG May 20, 2021
• SPECIAL RULES FOR SPOUSE IRA BENEFICIARIES May 19, 2021
• HOW DO RMDS WORK IN DB PLANS? May 17, 2021
• Weekly Market Commentary May 16, 2021
• SPOUSAL ROLLOVERS AND SUCCESSOR BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG May 13, 2021