Schedule your Appointment with Us Today! Monthly Market Review and Outlook 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 Weekly Market Commentary June 3, 2023 Understanding What Happens During a Recession: Effects and Strategies June 1, 2023 Weekly Market Commentary May 29, 2023 Why is insurance important in financial planning? May 25, 2023 Weekly Market Commentary May 21, 2023 REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG May 18, 2023 Are Annuities Taxable? A Guide to How Annuities are Taxed May 18, 2023 HSA BENEFITS THAT MAY SURPRISE YOU May 17, 2023 INHERITED ROTH IRA: RMDS OR NO? May 15, 2023 Weekly Market Commentary May 14, 2023 What Is Good About Fixed Indexed Annuities? May 12, 2023 INHERITED ROTH IRA RMDS AND MERGING IRAS: TODAY’S SLOTT REPORT MAILBAG May 11, 2023 MANDATORY ROTH CATCH-UP CONTRIBUTIONS REQUIRED FOR 2024 May 10, 2023 Weekly Market Commentary May 8, 2023 CONVERSION AS A GIFT TO YOUR BENEFICIARIES May 8, 2023 INHERITED ROTH IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG May 4, 2023 Many Older Americans Haven’t Saved Anything For Retirement May 4, 2023 THE 3 IRA BENEFICIARY CATEGORIES – AGAIN AND AGAIN AND AGAIN May 3, 2023 HOW THE RETIREMENT PLAN COMPENSATION LIMIT WORKS May 1, 2023 Weekly Market Commentary April 30, 2023 Privacy Policy Phone (817) 841-8150 Schedule Your Appointment Today! Terms of Use