Recent Posts

• Budgeting for the 4 Financial Phases of Retirement December 2, 2021
• HOW GOVERNMENTAL 457(B) PLANS DIFFER FROM TOP HAT 457(B) PLANS December 1, 2021
• Retirement: The Best Timing Strategies for Couples November 28, 2021
• 12/31/21 DEADLINE MAY LOOM FOR STARTING NEW SOLO 401(K) PLAN November 22, 2021
• RMD RULES AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG November 18, 2021
• Your 2022 Tax Brackets vs. 2021 Tax Brackets November 18, 2021
• RESTORATIVE PAYMENTS November 17, 2021
• BIGGER 401(K) CONTRIBUTIONS COMING IN 2022 November 15, 2021
• Planning for Retirement: Four Factors to Consider November 11, 2021
• CALCULATING YOUR RMD & ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG November 11, 2021
• THE 401(K) HARDSHIP WITHDRAWAL RULES IN A NUTSHELL November 10, 2021
• CLARIFYING SOME ROTH CONVERSION MISCONCEPTIONS November 8, 2021
• 5 Mistakes Couples Make When Planning for Retirement November 4, 2021
• ANOTHER GOOD REASON TO DO A SPOUSAL ROLLOVER November 1, 2021
• Financial Independence, Retire Early (FIRE) October 28, 2021
• THE ONCE-PER-YEAR ROLLOVER RULE AND THE RECENT PROPOSALS BY CONGRESS: TODAY’S SLOTT REPORT MAILBAG October 28, 2021
• PERSEVERE, CHARLIE BROWN! October 27, 2021
• RETIREMENT PLANNING FOR THE SELF EMPLOYED October 25, 2021
• 72(T) PAYMENTS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG October 21, 2021
• ARE YOUR RETIREMENT ACCOUNTS PROTECTED FROM CREDITORS? October 20, 2021