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Recent Posts

• Weekly Market Commentary September 24, 2023
• 8 Common Above-the-Line Deductions Anyone Can Claim September 21, 2023
• Weekly Market Commentary September 17, 2023
• 12 Things to Tell Your Kids About Your Money September 14, 2023
• MORE ON THE ROTH CATCH-UP CONTRIBUTIONS DELAY September 11, 2023
• Weekly Market Commentary September 11, 2023
• 7 Things to Know About Appointing an Executor September 8, 2023
• THE 10-YEAR RULE AND 529 PLANS: TODAY’S SLOTT REPORT MAILBAG September 7, 2023
• RULES FOR INHERITED IRAS THAT MAY SURPRISE NONSPOUSE BENEFICIARIES September 6, 2023
• IRA BENEFICIARY PAYOUT RULES – THE MADNESS CONTINUES August 30, 2023
• 7 Money Leaks — and How to Plug Them August 30, 2023
• IRS DELAYS EFFECTIVE DATE OF MANDATORY ROTH CATCH-UP RULE UNTIL 2026 August 28, 2023
• Weekly Market Commentary August 27, 2023
• Why Gen X Is Freaking Out About Retirement August 25, 2023
• THE AGE 50 EXCEPTION AND THE STILL-WORKING EXCEPTION: TODAY’S SLOTT REPORT MAILBAG August 24, 2023
• 3-YEAR STATUTE OF LIMITATIONS – MISSED RMDS August 21, 2023
• Weekly Market Commentary August 20, 2023
• 5 Retirement Fears Keeping Us Up at Night August 17, 2023
• SUCCESSOR BENEFICIARIES AND IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG August 17, 2023
• NEW LAW MAY LOWER RMDS WHEN ANNUITY IS ANNUITIZED – BUT IRS GUIDANCE NEEDED August 16, 2023