Recent Posts

• 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
• Weekly Market Commentary August 30, 2021
• 4 ways to save enough now to retire in 10 years August 28, 2021
• ROTH IRA CONTRIBUTIONS AND QCDS: TODAY’S SLOTT REPORT MAILBAG August 26, 2021
• THE MEGA BACKDOOR ROTH IRA STRATEGY AND SOLO 401(K) PLANS August 25, 2021
• AGGREGATING RMDS – WHAT IS (AND WHAT IS NOT) ALLOWED August 23, 2021
• Weekly Market Commentary August 21, 2021
• 27 Tips for Saving Money After Retirement August 21, 2021
• THE 10-YEAR RULE AND IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG August 19, 2021
• 10 THINGS TO KNOW ABOUT ESAS August 18, 2021