Recent Posts

• 6 Social Security Changes for 2021 February 25, 2021
• ROTH IRA CONTRIBUTIONS AND YOUR TAX RETURN February 24, 2021
• WHEN A “REVERSE ROLLOVER” MAKES SENSE February 22, 2021
• 60 DAY ROLLOVERS AND RMDS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG February 18, 2021
• TRANSFERRING A ROTH IRA AFTER DIVORCE – 3 LOGICAL CONSIDERATIONS February 17, 2021
• How COVID-19 is Affecting 2021 Retirement Planning February 17, 2021
• THE GOVERNMENT IS NOT PLANNING TO CONFISCATE YOUR IRA February 15, 2021
• FIRST TIME RMDS AND SIMPLE IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG February 12, 2021
• Retirement Services February 11, 2021
• WHAT HAPPENS IF I TERMINATE EMPLOYMENT WITH AN UNPAID 401(K) LOAN? February 10, 2021
• ROTH IRA ROLLOVERS AND THE 5-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG February 9, 2021
• Weekly Market Commentary February 9, 2021
• RMDS AND ROLLOVERS – A DANGEROUS BLEND February 8, 2021
• How to Minimize Social Security Taxes February 5, 2021
• 3 TIPS TO AVOID TAX PROBLEMS WITH YOUR SEP February 3, 2021
• FOUR UNEXPLAINED TAX CODE MYSTERIES February 1, 2021
• January 2021 Market Review and Outlook February 1, 2021
• Laid Off During the Pandemic: Should You Tap Into Social Security Early? January 29, 2021
• SUCCESSOR BENEFICIARIES AND 401(K) ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG January 28, 2021
• “COMPENSATION” FOR IRA ELIGIBILITY January 27, 2021