Recent Posts

• Six Ways Social Security Will Be Changing In 2020 January 23, 2020
• THE SECURE ACT RUINS A PERFECTLY GOOD QCD January 22, 2020
• Weekly Market Commentary January 22, 2020
• SECURE ACT ATTEMPTS TO ADVANCE ANNUITIES IN COMPANY SAVINGS PLANS – PART 2: PORTABILITY AND BENEFIT STATEMENT ILLUSTRATIONS January 20, 2020
• How to Retire in 2020 January 17, 2020
• 2020 LIFE TABLES AND RMDS: TODAY’S SLOTT REPORT MAILBAG January 16, 2020
• TOP 10 THINGS YOU NEED TO KNOW ABOUT THE NEW SECURE ACT AND YOUR RETIREMENT ACCOUNT January 15, 2020
• THE STRETCH ON A STRETCHER January 13, 2020
• THE SECURE ACT’S IMPACT ON QUALIFIED CHARITABLE DISTRIBUTIONS AND REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG January 9, 2020
• The Difference Between Annuities And Life Insurance January 9, 2020
• SECURE ACT ATTEMPTS TO ADVANCE ANNUITIES IN COMPANY SAVINGS PLANS – PART 1: PROTECTION FOR PLAN SPONSORS January 8, 2020
• Weekly Market Commentary January 7, 2020
• NO RMD RELIEF FOR THOSE 70 ½ IN 2019 UNDER THE SECURE ACT January 6, 2020
• Is A Fixed-Index Annuity Right For You? December 26, 2019
• Weekly Market Commentary December 24, 2019
• 8 DAYS FOR 6 YEAR-END TRANSACTIONS December 23, 2019
• Recap: What happened to the retirement landscape in 2019? December 19, 2019
• ROLLING OVER MULTIPLE CHECKS AND BACKDOOR ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG December 19, 2019
• Weekly Market Commentary December 18, 2019
• HELLO SECURE ACT, GOOD BYE STRETCH IRA December 18, 2019