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 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
• Weekly Market Commentary August 18, 2020
• PLANS CAN STILL PAY OUT 2020 RMDS, BUT EMPLOYEES DON’T HAVE TO TREAT THEM THAT WAY August 17, 2020
• Time Claims to Maximize Social Security Benefits August 13, 2020
• RETURNING UNWANTED RMDS: TODAY’S SLOTT REPORT MAILBAG August 13, 2020
• 3 RMD REPAYMENT REMEDIES ONLY AVAILABLE UNTIL AUGUST 31 August 12, 2020
• Weekly Market Commentary August 11, 2020
• STOP NAMING TRUSTS AS IRA BENEFICIARIES! August 10, 2020
• Older Adults Can Jumpstart the Covid-19 Economic Recovery August 7, 2020
• THE CARES ACT AND 2020 RMDS: TODAY’S SLOTT REPORT MAILBAG August 6, 2020
• SECURE ACT GIVES BUSINESSES EXTRA TIME TO ESTABLISH NEW RETIREMENT PLANS August 5, 2020