Schedule your Appointment with Cody Today! Your Health Insurance Portal Educational Videos Schedule your Appointment with Cody Today! Your Health Insurance Portal Educational Videos Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Ed Slott Educational Videos Recent Posts 6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024 March 28, 2024 Weekly Market Commentary March 23, 2024 REQUIRED MINIMUM DISTRIBUTIONS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG March 21, 2024 3 Ways Retirement Planning is Changing in 2024 March 21, 2024 WHAT IS RETIREMENT? FANTASY VS. REALITY March 20, 2024 HOW SECURE 2.0 IMPACTS COMPANY PLAN IN-SERVICE WITHDRAWALS March 18, 2024 Weekly Market Commentary March 17, 2024 HIGHER EDUCATION AND BACKDOOR ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG March 14, 2024 Five new retirement numbers to know in 2024 March 14, 2024 TAX TIME TIPS FOR IRAS March 13, 2024 WHAT’S THE PROCESS WHEN A TRUST (OR ESTATE) IS IRA BENEFICIARY? March 11, 2024 America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. March 8, 2024 America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. March 8, 2024 COVERDELL ESA ACCOUNTS AND FIRST RMD YEAR DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG March 7, 2024 WHAT ARE THE RULES FOR 401(K) IN-SERVICE WITHDRAWALS? March 6, 2024 TAX COURT RULES NEW SECURE 2.0 STATUTE OF LIMITATIONS ON EXCESS CONTRIBUTION PENALTY IS NOT RETROACTIVE March 4, 2024 Weekly Market Commentary March 3, 2024 As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate March 1, 2024 ROTH CONVERSIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG February 29, 2024 5 COMMON IRA MISTAKES AND PROPER CORRECTIVE ACTION…IF AVAILABLE! February 28, 2024 Phone (800) 349-2723