Recent Posts

• INHERITED IRAS AND SEP IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG January 22, 2021
• AFTER CORONAVIRUS-RELATED DISTRIBUTIONS – NOW WHAT? January 21, 2021
• Equity Growth and Asset Protection January 21, 2021
• RECHARACTERIZING AN IRA CONTRIBUTION – STILL IN THE TOOLBOX! January 18, 2021
• Top 10 Retirement Tips For 2021 January 14, 2021
• IRA DISTRIBUTIONS AND ROTH RECHARACTERIZATIONS: TODAY’S SLOTT REPORT MAILBAG January 14, 2021
• THE ANSWER TO THIS QUESTION ON ELIGIBLE DESIGNATED BENEFICIARIES UNDER THE SECURE ACT MAY SURPRISE YOU January 13, 2021
• NEW COVID-19 STIMULUS LAW DOES NOT EXTEND CARES ACT CRD RELIEF January 11, 2021
• How retirement planning needs to change in the new year January 7, 2021
• THE “LOOK BACK” – CONSIDERING A TAX YEAR IN ITS ENTIRETY January 6, 2021
• 2021 NEW YEAR’S RESOLUTIONS FOR YOUR IRA January 4, 2021
• December 2020 Market Review and Outlook January 1, 2021
• ROTH IRAS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG December 31, 2020
• 5 Things You Need to Know About Finances When Turning 65 December 31, 2020
• HAPPY NEW YEAR! December 30, 2020
• BUSY, BUSY, BUSY! December 28, 2020
• 2020 Year End Review of Recent Retirement Plan Changes December 28, 2020
• 60-DAY ROLLOVERS AND RMDS IN 2020: TODAY’S SLOTT REPORT MAILBAG December 24, 2020
• HOLIDAY GREETINGS FROM THE SLOTT REPORT December 23, 2020
• HAPPY BIRTHDAY TO THE SECURE ACT! December 21, 2020