Recent Posts

• ‘Safer’ harbor for annuities can help fix retirement woes November 8, 2018
• Did You Let Retirement Scare You Off This Halloween? November 4, 2018
• October 2018 Market Review and Outlook November 1, 2018
• Protect Your Financial Plan by Avoiding These Retirement Pitfalls October 26, 2018
• 5 Things To Consider When Building Your Retirement Financial Plan October 17, 2018
• TAKING DISASTER RECOVERY FUNDS FROM RETIREMENT PLANS October 17, 2018
• A NOT SO SIMPLE DISCUSSION ON SIMPLE IRAS October 15, 2018
• Out With the $1 Million Goal for Retirement: What You Will Really Need October 11, 2018
• COMBINING INHERITED IRAS AND THEIR RMDS October 11, 2018
• SIMPLE INHERITED IRA SCREW-UP RESULTS IN A $9,000 TAX BILL October 8, 2018
• ROTH CONTRIBUTIONS & CALCULATING RMDS: TODAY’S SLOTT REPORT MAILBAG October 4, 2018
• WHY IRA BENEFICIARIES SHOULD NAME THEIR OWN BENEFICIARIES October 3, 2018
• Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season October 3, 2018
• USING THE MEDICAL EXPENSE EXCEPTION TO THE 10% EARLY DISTRIBUTION PENALTY October 1, 2018
• IRA ROLLOVERS AND PAYING FOR COLLEGE WITH A 401(K): TODAY’S SLOTT REPORT MAILBAG September 27, 2018
• Your biggest retirement expense: What Medicare Doesn’t Cover September 26, 2018
• A Simple Way to Get Guaranteed Income in Retirement September 21, 2018
• IRS UPDATES THE SPECIAL TAX NOTICE (ROLLOVER NOTICE) FOR QUALIFIED PLANS September 20, 2018
• ARE CHANGES COMING TO THE IRA RULES? September 17, 2018
• ROTH IRAS AND IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG September 13, 2018