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 December 3, 2023 5 Reasons To Buy an Annuity November 30, 2023 TURNING BACK THE CLOCKS AND REVISITING THE ROTH IRA FIVE-YEAR CLOCKS November 27, 2023 7 Keys to Pretirement Planning With Your Partner November 25, 2023 Weekly Market Commentary November 25, 2023 4 IRA TAX BREAKS FOR WHICH WE GIVE THANKS IN 2023 November 22, 2023 STILL-TIME-LEFT TO-DO LIST November 21, 2023 Weekly Market Commentary November 20, 2023 Annuities Rising in Popularity November 16, 2023 FORMER BALTIMORE TOP PROSECUTOR CONVICTED OF LYING ON CORONAVIRUS WITHDRAWAL APPLICATION November 15, 2023 RMDS WHEN YOUR IRA INVESTMENTS ARE NOT LIQUID November 13, 2023 Weekly Market Commentary November 12, 2023 THE FIVE-YEAR RULE AND RMDS: TODAY’S SLOTT REPORT MAIBAG November 9, 2023 5 Ways To Kick Retirement Overspending November 9, 2023 ONE BENEFICIARY, THREE IRAS, THREE DIFFERENT PAYOUT RULES November 8, 2023 SECURE 2.0’S BIGGEST MESS November 6, 2023 Weekly Market Commentary November 5, 2023 6 Things I Wish Someone Had Told Me Before I Retired November 2, 2023 THE PRO-RATA RULE AND MINOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG November 2, 2023 IRA CONTRIBUTION LIMIT RAISED TO $7,000 FOR 2024 November 1, 2023 Privacy Policy Phone (817) 841-8150 Schedule Your Appointment Today! Terms of Use