Recent Posts

• Coronavirus-related relief for retirement plans and IRAs questions and answers September 26, 2020
• Weekly Market Commentary September 22, 2020
• Weekly Market Commentary September 15, 2020
• COVID-19 and retirement: Impact and policy responses September 11, 2020
• INHERITED ROTH IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG September 10, 2020
• Weekly Market Commentary September 9, 2020
• IRS ISSUES GUIDANCE ON CERTAIN SECURE ACT CHANGES September 8, 2020
• INHERITED IRAS AND THE 60-DAY ROLLOVER WINDOW: TODAY’S SLOTT REPORT MAILBAG September 3, 2020
• Coronavirus is creating retirement insecurity. These 10 steps can defuse the timebomb of an ageing population September 3, 2020
• PENALTY-FREE IRA DISTRIBUTIONS FOR FIRST-HOME PURCHASE September 2, 2020
• Weekly Market Commentary September 1, 2020
• August 2020 Market Review and Outlook September 1, 2020
• PERILS OF THE 60-DAY ROLLOVER August 31, 2020
• UNWANTED RMDS AND USING IRAS FOR HIGHER EDUCATION: TODAY’S SLOTT REPORT MAILBAG August 27, 2020
• Lock It In August 27, 2020
• RELIEF BEYOND AUGUST 31 FOR RMD REPAYMENTS August 26, 2020
• Weekly Market Commentary August 25, 2020
• TAPPING AN ESA FOR VIRTUAL SCHOOL EXPENSES August 24, 2020
• ROTH CONVERSIONS AND 2020 RMDS: TODAY’S SLOTT REPORT MAILBAG August 20, 2020
• “DOLLAR COST AVERAGE” YOUR ROTH CONVERSION August 19, 2020