Recent Posts

• 5 IRA RULES FOR WHICH WE ARE THANKFUL IN 2021 December 24, 2021
• Weekly Market Commentary December 24, 2021
• HEALTH SAVINGS ACCOUNTS AND THE YEAR-OF-DEATH RMD: TODAY’S SLOTT REPORT MAILBAG December 23, 2021
• A LOOK BACK AT A “NORMAL” 2021 December 22, 2021
• Why Is Inflation Rising Right Now? December 22, 2021
• YEAR-END ESTIMATED TAX “LIFE HACK” December 20, 2021
• Weekly Market Commentary December 17, 2021
• CHANGING BENEFICIARIES AND THE 10-YEAR PAYOUT RULE: TODAY’S SLOTT REPORT MAILBAG December 16, 2021
• Should COVID-19 Change Your Retirement Strategy? December 16, 2021
• ILLIQUID ASSETS AND RMDS December 15, 2021
• WHAT’S THE STATUS OF ALL THOSE CONGRESSIONAL RETIREMENT PROPOSALS? December 13, 2021
• Weekly Market Commentary December 13, 2021
• INHERITED IRAS AND SPOUSAL ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG December 9, 2021
• Top Retirement Savings Tips for 55-to-64-Year-Olds December 9, 2021
• EXCEPTIONS TO THE PRO-RATA RULE – WAYS TO “ISOLATE BASIS” December 8, 2021
• PROCEED WITH CAUTION WHEN INVESTING YOUR IRA IN GOLD December 6, 2021
• Weekly Market Commentary December 6, 2021
• 401(K) PLAN RULES AND SPECIAL NEEDS TRUSTS: TODAY’S SLOTT REPORT MAILBAG December 2, 2021
• Budgeting for the 4 Financial Phases of Retirement December 2, 2021
• HOW GOVERNMENTAL 457(B) PLANS DIFFER FROM TOP HAT 457(B) PLANS December 1, 2021