Recent Posts

• Retirement Plan Contribution Limits Will Increase in 2020 December 12, 2019
• Weekly Market Commentary December 10, 2019
• 3 Ways You Can Lose Your Social Security Benefits December 5, 2019
• HOW THE TOP-HEAVY RULES FOR 401(K) PLANS WORK December 4, 2019
• THANKSGIVING PARADE December 4, 2019
• ACTIVE PARTICIPATION December 2, 2019
• November 2019 Market Review December 1, 2019
• Don’t Just Be Ready; Be Game Ready November 29, 2019
• WHY YOU SHOULD NOT CARE ABOUT THE ROTH IRA FIVE-YEAR RULES November 25, 2019
• Changing Seasons in Retirement November 21, 2019
• AGGREGATING IRAS AND RMD CALCULATIONS: TODAY’S SLOTT REPORT MAILBAG November 21, 2019
• TEN QCD RULES FOR 2019 YOU NEED TO KNOW November 20, 2019
• QCDS AT THE STATE LEVEL November 18, 2019
• ROTH CONVERSIONS AND THE 60-DAY ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG November 14, 2019
• Is a Fixed Indexed Annuity Right for Me? November 14, 2019
• Is a Fixed Indexed Annuity Right for Me? November 14, 2019
• HOW THE 401(K) NONDISCRIMINATION RULES WORK – PART 2 November 13, 2019
• A Retirement Expert Says Annuities Are Better Than Bonds for Guaranteed Income. Here’s His Argument November 12, 2019
• (no title) November 11, 2019
• QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPOT MAILBAG November 7, 2019