Recent Posts

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• Beware of Robocalls, Texts and Emails Promising COVID-19 Cures or Stimulus Payments September 9, 2022
• REQUIRED MINIMUM DISTRIBUTIONS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG September 8, 2022
• ROTH IRA DISTRIBUTION ORDERING RULES September 7, 2022
• Weekly Market Commentary September 2, 2022
• ROTH CONVERSIONS AND DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG September 1, 2022
• YOUR AGE AND YOUR ROTH IRA CONVERSION August 31, 2022