Recent Posts

• IRA ROLLOVERS AND DEDUCTIONS: TODAY’S SLOTT REPORT MAILBAG October 21, 2020
• DON’T OVERLOOK AFTER-TAX PLAN CONTRIBUTIONS! October 19, 2020
• Weekly Market Commentary October 19, 2020
• How a simple nudge can motivate workers to save for retirement October 15, 2020
• RMDS AND CRDS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG October 15, 2020
• THE GHOST RULE October 14, 2020
• IMPORTANT TRUST DEADLINE APPROACHES October 13, 2020
• Weekly Market Commentary October 13, 2020
• How COVID-19 may impact your retirement planning October 8, 2020
• INHERITED IRAS AND QCDS: TODAY’S SLOTT REPORT MAILBAG October 8, 2020
• AM I ENTITLED TO ERISA CREDITOR PROTECTION? October 7, 2020
• Weekly Market Commentary October 6, 2020
• IRAS, LIFE INSURANCE & PIZZA October 5, 2020
• In Danger of Living Too Long? Welcome to “Longevity Risk” October 2, 2020
• RMDS UNDER THE SECURE ACT & ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG October 2, 2020
• 3 REASONS WHY YOU MAY WANT TO THINK TWICE ABOUT A 72(T) PAYMENT PLAN October 1, 2020
• INHERITED IRAS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG September 30, 2020
• Weekly Market Commentary September 29, 2020
• BENEFICIARY FORM BASICS September 29, 2020
• WHAT’S A TOP HAT PLAN? September 28, 2020