Recent Posts

• 5 Ways Fixed Index Annuities Are The “Swiss Army Knife” Of Retirement Planning May 26, 2020
• CONVERSION NIGHTMARES May 20, 2020
• CRDS AND ROTH CONVERSIONS – ABUSE OF THE RULES? May 18, 2020
• A Devastating Jobs Report For Older Workers May 15, 2020
• CONVERTING WAIVED RMDS AND PAYING BACK CORONAVIRUS-RELATED DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG May 14, 2020
• IRA PROTECTION AGAINST THE EVIL GENIE IN THE LAMP May 13, 2020
• CARES ACT EXPANDS HSAS May 11, 2020
• CARES ACT RMDS, INHERITED IRAS AND IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG May 7, 2020
• After 15 years of research, a psychologist says this ‘simple trick’ can help millennials retire faster May 7, 2020
• IRS ISSUES Q&AS ON CORONAVIRUS-RELATED DISTRIBUTIONS May 6, 2020
• THE MEGA BACKDOOR ROTH IS USUALLY TOO GOOD TO BE TRUE May 4, 2020
• April 2020 Market Review May 1, 2020
• 3 Ways COVID-19 May Hurt Your Retirement April 30, 2020
• IRA CONTRIBUTIONS AND RMD WITHDRAWALS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG April 30, 2020
• TECHNOLOGY, ROTH CONVERSIONS AND A SQUIRMING SON April 27, 2020
• SECURE ACT 10-YEAR RULE AND CARES ACT RMD ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG April 23, 2020
• Concerned about market volatility? Here’s one way to protect your retirement savings. April 23, 2020
• 4 CARES ACT MISCONCEPTIONS April 22, 2020
• 4 CARES ACT MISCONCEPTIONS April 22, 2020
• QCDS – STILL AVAILABLE IN 2020 AND STILL A GOOD STRATEGY April 20, 2020