Recent Posts

• CHECKING I.D.’S AT THE DOOR – KEY RETIREMENT ACCOUNT AGES AND RULES September 27, 2021
• Weekly Market Commentary September 26, 2021
• CONGRESS LOOKS TO ELIMINATE BACK-DOOR ROTH STRATEGIES September 23, 2021
• One-third of Americans plan to retire later due to Covid-19, study finds September 23, 2021
• ELIGIBILITY RULES FOR ROTH IRA CONTRIBUTIONS AND DEDUCTIBLE TRADITIONAL IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG September 22, 2021
• FIXING A 60-DAY ROLLOVER ERROR September 20, 2021
• Weekly Market Commentary September 18, 2021
• Here’s why our brains make it so hard to start saving for retirement September 17, 2021
• YEAR-OF-DEATH RMDS September 15, 2021
• RETIREMENT ACCOUNT RELIEF FOR DISASTER VICTIMS September 13, 2021
• How much is capital gains tax? It depends on how long you held the asset and your income level September 12, 2021
• Weekly Market Commentary September 12, 2021
• IRA ROLLOVERS & KEEPING TRACK OF YOUR CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG September 10, 2021
• HOW DO REVOCATION-ON-DIVORCE LAWS WORK WITH ERISA PLANS? September 8, 2021
• Weekly Market Commentary September 6, 2021
• What Will Long-Term Care Cost You? September 4, 2021
• QUALIFIED CHARITABLE DISTRIBUTIONS AND THE “MEGA” QCD STRATEGY: TODAY’S SLOTT REPORT MAILBAG September 2, 2021
• REAL ESTATE IN AN IRA – AVOIDING A “NUISANCE PROPERTY” September 1, 2021
• Monthly Market Review for August 2021 September 1, 2021
• STRATEGIES WHEN YOUR IRA CONTRIBUTION CANNOT BE DEDUCTED August 31, 2021