Recent Posts

• 9 Signs You Are Not Financially OK to Retire November 25, 2020
• Weekly Market Commentary November 23, 2020
• IRS ADDS NEW REASON FOR SELF-CERTIFICATION OF LATE ROLLOVERS November 23, 2020
• Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely. November 20, 2020
• RMD WAIVER AND ROTH CONVERSION RECHRACTERIZATIONS: TODAY’S SLOTT REPORT MAILBAG November 19, 2020
• WHAT LIMITS APPLY IF I PARTICIPATE IN TWO COMPANY PLANS? November 18, 2020
• Weekly Market Commentary November 16, 2020
• MILITARY BENEFITS November 16, 2020
• Opinion: Why annuities can be a good addition to retirement investments November 13, 2020
• QCDS AND RMDS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG November 12, 2020
• 6 WAYS THAT ROTH IRAS AND ROTH 401(K)S ARE DIFFERENT November 11, 2020
• IRS ISSUES NEW RMD TABLES . . . FOR 2022! November 9, 2020
• RMDS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG November 5, 2020
• Americans Feel Anxious About Their Retirement Savings Amid Pandemic November 4, 2020
• 10% PENALTY EXCEPTIONS – IRA ONLY! November 4, 2020
• Weekly Market Commentary November 2, 2020
• CRDS ARE STILL AVAILABLE November 2, 2020
• October 2020 Market Review and Outlook November 1, 2020
• TRUSTS AS IRA BENEFICIARIES AND NUA: TODAY’S SLOTT REPORT MAILBAG October 29, 2020
• MORE ON AFTER-TAX PLAN CONTRIBUTIONS October 28, 2020