Recent Posts

• ROTH CONVERSIONS AND INHERITED IRA RMDS: TODAY’S SLOTT REPORT MAILBAG September 22, 2022
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• Weekly Market Commentary September 19, 2022
• QCDS AND THE ABSOLUTE NECESSITY FOR A CWA September 19, 2022
• REQUIRED MINIMUM DISTRIBUTIONS AND NET UNREALIZED APPRECIATION: TODAY’S SLOTT REPORT MAILBAG September 15, 2022
• 7 Surprisingly Valuable Assets for a Happy Retirement September 14, 2022
• 3 IRA RULES TO KNOW BEFORE YOU WALK DOWN THE AISLE September 14, 2022
• Weekly Market Commentary September 12, 2022
• THE LIMITS OF ERISA SPOUSAL PROTECTION September 12, 2022
• 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
• ‘Solo Ager’ Needs Help Handling Her Financial Affairs August 31, 2022
• CAUGHT IN A TRAP: RMDS FROM 401(K) PLANS IN THE YEAR OF RETIREMENT August 29, 2022
• Weekly Market Commentary August 29, 2022
• 60-DAY ROLLOVERS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG August 25, 2022