Enjoy the Dream of Retirement Income Schedule your Appointment with Us Today! Daniel Crosby in the news Educational Videos Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Fixed Indexed Annuity Educational Videos Ed Slott Educational Videos Recent Posts INHERITED IRAS AND SEP IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG January 22, 2021 AFTER CORONAVIRUS-RELATED DISTRIBUTIONS – NOW WHAT? January 21, 2021 Equity Growth and Asset Protection January 21, 2021 RECHARACTERIZING AN IRA CONTRIBUTION – STILL IN THE TOOLBOX! January 18, 2021 Weekly Market Commentary January 18, 2021 Top 10 Retirement Tips For 2021 January 14, 2021 IRA DISTRIBUTIONS AND ROTH RECHARACTERIZATIONS: TODAY’S SLOTT REPORT MAILBAG January 14, 2021 THE ANSWER TO THIS QUESTION ON ELIGIBLE DESIGNATED BENEFICIARIES UNDER THE SECURE ACT MAY SURPRISE YOU January 13, 2021 NEW COVID-19 STIMULUS LAW DOES NOT EXTEND CARES ACT CRD RELIEF January 11, 2021 Weekly Market Commentary January 10, 2021 How retirement planning needs to change in the new year January 7, 2021 THE “LOOK BACK” – CONSIDERING A TAX YEAR IN ITS ENTIRETY January 6, 2021 2021 NEW YEAR’S RESOLUTIONS FOR YOUR IRA January 4, 2021 Weekly Market Commentary January 2, 2021 December 2020 Market Review and Outlook January 1, 2021 ROTH IRAS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG December 31, 2020 5 Things You Need to Know About Finances When Turning 65 December 31, 2020 HAPPY NEW YEAR! December 30, 2020 BUSY, BUSY, BUSY! December 28, 2020 Weekly Market Commentary December 28, 2020 Privacy Policy Phone (909) 373-0224 Schedule Your Appointment Today! Terms of Use