Recent Posts

• Here’s Why COVID-19 Is Your Retirement Fire Drill April 2, 2020
• CARES ACT RELIEF FOR RETIREMENT DISTRIBUTIONS AND PLAN LOANS April 1, 2020
• Weekly Market Commentary March 31, 2020
• CORONAVIRUS RELIEF FOR RETIREMENT ACCOUNTS March 30, 2020
• THE TAX FILING DEADLINE AND CHILDREN UNDER THE SECURE ACT: TODAY’S SLOTT REPORT MAILBAG March 26, 2020
• How many more years do you need to live in order to wait it out? March 26, 2020
• BUILDING A SAFETY NET – SMALL BUSINESSES RETIREMENT PLANS March 25, 2020
• Weekly Market Commentary March 24, 2020
• SPLITTING IRAS AFTER THE SECURE ACT March 23, 2020
• Worried About Coronavirus? 5 Financial Moves for the Age of COVID-19 March 19, 2020
• INHERITED IRAS AND QCDS: TODAY’S SLOTT REPORT MAILBAG March 19, 2020
• RETIREMENT SAVINGS IN A VOLATILE MARKET – IS NOW THE TIME FOR A ROTH IRA CONVERSION? March 18, 2020
• Weekly Market Commentary March 17, 2020
• SELF-CERTIFICATION FOR MISSED 60-DAY ROLLOVERS March 16, 2020
• Top Tips for Grilling in the Rain – The Barbecue Must Go On March 12, 2020
• Safety vs. Probability: Planning For Retirement March 12, 2020
• 10% PENALTY ON ROTH CONVERSION DISTRIBUTIONS AND FORM 8606: TODAY’S SLOTT REPORT MAILBAG March 12, 2020
• APRIL 15 DEADLINE LOOMS TO CORRECT 2019 EXCESS PLAN DEFERRALS March 11, 2020
• Weekly Market Commentary March 11, 2020
• HOW THE NEW SECURE RULE ELIMINATING THE AGE RESTRICTION ON TRADITIONAL IRAS WORKS March 9, 2020