Recent Posts

• Is retirement good for health or bad for it? February 13, 2020
• INDIANA JONES AND THE 72(T) IDOL February 12, 2020
• Weekly Market Commentary February 11, 2020
• SPOUSAL PROTECTION IN COMPANY RETIREMENT PLANS February 10, 2020
• ROTH CONVERSIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG February 6, 2020
• Fixed vs. Fixed Indexed Annuities: What’s the Difference? February 5, 2020
• MOVING YOUR IRA FUNDS WHILE TAKING RMDS? PROCEED WITH CAUTION February 5, 2020
• Weekly Market Commentary February 4, 2020
• EDBS IN DETAIL: MINORS, DISABLED AND CHRONICALLY ILL February 3, 2020
• Numbers that older workers and retirees need to know in 2020 January 31, 2020
• THE SECURE ACT AND RMDS: TODAY’S SLOTT REPORT MAILBAG January 30, 2020
• SECURE ACT GIVES 401(K) RELIEF TO PART-TIMERS January 29, 2020
• Weekly Market Commentary January 28, 2020
• HOW THE SECURE ACT IMPACTS SUCCESSOR BENEFICIARIES January 27, 2020
• IRA ROLLOVERS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG January 23, 2020
• Six Ways Social Security Will Be Changing In 2020 January 23, 2020
• THE SECURE ACT RUINS A PERFECTLY GOOD QCD January 22, 2020
• Weekly Market Commentary January 22, 2020
• SECURE ACT ATTEMPTS TO ADVANCE ANNUITIES IN COMPANY SAVINGS PLANS – PART 2: PORTABILITY AND BENEFIT STATEMENT ILLUSTRATIONS January 20, 2020
• How to Retire in 2020 January 17, 2020