Recent Posts

• How Long Do You Have to Keep Tax Records? May 16, 2022
• Weekly Market Commentary May 16, 2022
• IRS NEEDS TO CLARIFY ANNUAL RMD REQUIREMENT UNDER THE NEW REGULATIONS May 9, 2022
• Weekly Market Commentary May 8, 2022
• How the Fed’s Rate Hikes Will Affect Your Finances May 5, 2022
• REQUIRED MINIMUM DISTRIBUTIONS (RMDS): TODAY’S SLOTT REPORT MAILBAG May 5, 2022
• A DOZEN QCD FACTS May 4, 2022
• INVESTING YOUR IRA IN CRYPTO May 2, 2022
• April 2022 Market Review and Outlook May 2, 2022
• Weekly Monthly Commentary May 2, 2022
• How to Live Your Best Life: The Overlooked Habits of Happy Aging April 28, 2022
• RMD WITHDRAWALS AND THE 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG April 28, 2022
• 401(K), 403(B), 457(B): DOES IT REALLY MATTER? April 27, 2022
• FIRST DOLLARS OUT RULE AND THE STILL-WORKING EXCEPTION April 25, 2022
• Biggest Social Security Changes for 2022 April 21, 2022
• 401(K) PARTIAL ROTH CONVERSIONS AND USING QCDS TO OFFSET RMDS: TODAY’S SLOTT REPORT MAILBAG April 21, 2022
• UNDERSTANDING THE SAME PROPERTY RULE April 20, 2022
• TAKE ADVANTAGE OF CATCH-UP CONTRIBUTIONS! April 18, 2022
• Weekly Market Commentary April 17, 2022
• 3 murky issues that make retirement planning extra hard in this economic climate April 15, 2022