Recent Posts

• SHOULD I TAKE A LUMP SUM BUYOUT? June 3, 2020
• Weekly Market Commentary June 2, 2020
• 3 REASONS TO ROLL OVER YOUR RETIREMENT FUNDS TO AN IRA June 1, 2020
• How the coronavirus downturn may change your plans to retire at 65 May 31, 2020
• THE SECURE & CARES ACTS IMPACT ON RETIREMENT: WHAT YOUR CLIENTS NEED TO KNOW NOW May 29, 2020
• QCDS UNDER THE CARES ACT AND IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG May 28, 2020
• DOES MEMBERSHIP HAVE ITS PRIVILEGES? SPOUSE BENEFICIARIES & THE 10-YEAR PAYOUT May 27, 2020
• Weekly Market Commentary May 27, 2020
• ONE MORE CARES ACT MISCONCEPTION May 26, 2020
• 5 Ways Fixed Index Annuities Are The “Swiss Army Knife” Of Retirement Planning May 26, 2020
• INHERITED IRAS AND RMDS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG May 21, 2020
• CONVERSION NIGHTMARES May 20, 2020
• Weekly Market Commentary May 19, 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