Recent Posts

• How many more years do you need to live in order to wait it out? March 26, 2020
• BUILDING A SAFETY NET – SMALL BUSINESSES RETIREMENT PLANS March 25, 2020
• SPLITTING IRAS AFTER THE SECURE ACT March 23, 2020
• Worried About Coronavirus? 5 Financial Moves for the Age of COVID-19 March 19, 2020
• INHERITED IRAS AND QCDS: TODAY’S SLOTT REPORT MAILBAG March 19, 2020
• RETIREMENT SAVINGS IN A VOLATILE MARKET – IS NOW THE TIME FOR A ROTH IRA CONVERSION? March 18, 2020
• SELF-CERTIFICATION FOR MISSED 60-DAY ROLLOVERS March 16, 2020
• Top Tips for Grilling in the Rain – The Barbecue Must Go On March 12, 2020
• Safety vs. Probability: Planning For Retirement March 12, 2020
• 10% PENALTY ON ROTH CONVERSION DISTRIBUTIONS AND FORM 8606: TODAY’S SLOTT REPORT MAILBAG March 12, 2020
• APRIL 15 DEADLINE LOOMS TO CORRECT 2019 EXCESS PLAN DEFERRALS March 11, 2020
• HOW THE NEW SECURE RULE ELIMINATING THE AGE RESTRICTION ON TRADITIONAL IRAS WORKS March 9, 2020
• 3 Things You Must Do Before You File For Social Security Benefits March 5, 2020
• QCDS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG March 5, 2020
• RMD TRIVIA March 4, 2020
• SEVEN Q&AS ABOUT COMPANY PLAN LOANS March 2, 2020
• What Millennials, Gen X & Boomers Have In Common But Don’t Admit, Discuss, Nor Plan For February 27, 2020
• INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG February 27, 2020
• 10 THINGS TO KNOW ABOUT THE SECURE ACT’S 10-YEAR RULE February 26, 2020
• CAREFUL CONSIDERATIONS: SPOUSAL ROLLOVER OR INHERITED IRA? February 24, 2020