Recent Posts

• Weekly Market Commentary March 18, 2023
• Two of the ‘best’ ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors March 18, 2023
• THE INTERNET SAID SO March 13, 2023
• Successful Retirement Requires More Than Financial Planning March 12, 2023
• Weekly Market Commentary March 12, 2023
• INHERITED IRA 10-YEAR RULE AND DISABLED CHILD AS ELIGIBLE DESIGNATED BENEFICIARY: TODAY’S SLOTT REPORT March 9, 2023
• SECURE 2.0 GLITCHES AND UNANSWERED QUESTIONS March 8, 2023
• NAMING A MINOR AS YOUR IRA BENEFICIARY March 6, 2023
• Weekly Market Commentary March 5, 2023
• Can Remote Work Get You a Head Start on Retirement? March 3, 2023
• EDUCATION SAVINGS ACCOUNTS AND INHERITED IRAS: TODAY'S SLOTT REPORT MAILBAG March 2, 2023
• RBD – PROACTIVE SALLY AND OBLIVIOUS JERRY March 1, 2023
• SECURE 2.0 ALLOWS RETROACTIVE SOLO 401(K) PLANS WITH ELECTIVE DEFERRALS February 27, 2023
• Weekly Market Commentary February 26, 2023
• 7 Ways Retirement Will Be Different in 2023 February 23, 2023
• RMDS AND EMPLOYER PLAN CONTRIBUTIONS: TODAY'S SLOTT REPORT MAILBAG February 23, 2023
• SECURE 2.0 ELIMINATES PENALTY ON NIA February 22, 2023
• EDBS HAVE A CHOICE: STRETCH VS. 10-YEAR February 20, 2023
• Weekly Market Commentary February 20, 2023
• QCD REPORTING AND THE ONCE-PER-YEAR ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG February 16, 2023