Recent Posts

• 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
• STRETCH IRA LIVES ON FOR SOME BENEFICIARIES August 3, 2020
• July 2020 Market Review and Outlook August 1, 2020
• ROLLOVERS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG July 30, 2020
• How To Maintain Financial Health During COVID-19 July 30, 2020
• DEATH DURING A ROLLOVER July 29, 2020
• TAX RULES FOR ROTH 401(K) DISTRIBUTIONS July 27, 2020
• RMDS IN 2020: TODAY’S SLOTT REPORT MAILBAG July 23, 2020
• RECHARACTERIZATION OF IRA CONTRIBUTIONS IS STILL HERE July 22, 2020
• Covid-19 could upend plans for older workers who want to retire July 22, 2020
• EXTENDED ROLLOVER DEADLINES EXPLAINED July 20, 2020
• A Pandemic Problem for Older Workers: Will They Have to Retire Sooner? July 20, 2020
• REPAYMENT OF UNWANTED RMDS AND ROTH CONVERSIONS FROM COMPANY PLANS: TODAY’S SLOTT REPORT MAILBAG July 16, 2020
• IRS COMPENSATION LIMITS IN COMPANY RETIREMENT PLANS July 15, 2020
• THE IRA CONTRIBUTION DEADLINE IS ALMOST HERE July 13, 2020
• JPMorgan’s Kelly: Welcome to the ‘Back Roads of the Economy’ July 10, 2020
• OPENING AN IRA ACCOUNT AND IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG July 9, 2020
• TOP 12 RMD WAIVER QUESTIONS July 8, 2020