Recent Posts

• THE SKINNY ON DC PLANS August 19, 2019
• EXCESS CONTRIBUTIONS AND THE STRETCH IRA: TODAY’S SLOTT REPORT MAILBAG August 15, 2019
• BANKRUPTCY: FAIL TO PLAN? PLAN TO FAIL August 14, 2019
• Back to School: Five Surefire Ways to Boost Your Financial Education August 14, 2019
• 7 COMMON QUESTIONS ON THE SECURE ACT August 12, 2019
• IRA CHARITABLE DISTRIBUTIONS AND ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG August 8, 2019
• LESSENING THE HARDSHIP August 7, 2019
• Why healthy clients need to save more for retirement August 7, 2019
• USING NUA FOR AN RMD – 3 STEPS August 5, 2019
• 2019 Mid-Year Review, Outlook and Expectations August 2, 2019
• THE SECURE ACT & IRA DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG August 1, 2019
• SHOULD YOU LEAVE YOUR IRA TO A TRUST? July 31, 2019
• Health Care For Elderly Seniors: Can Annuities Help Cover the Costs? July 31, 2019
• GOING SOLO July 29, 2019
• USING RETIREMENT DOLLARS WITHIN THE 60-DAY ROLLOVER WINDOW July 24, 2019
• How to Transform Financial Stress into Retirement Confidence July 24, 2019
• A SEP FOR YOUR SIDE GIG July 22, 2019
• RETIREMENT ACCOUNT ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG July 18, 2019
• Annuities: Why You Need To Know How They Work July 17, 2019
• QUALIFYING TO BE QUALIFIED July 17, 2019