Recent Posts

• JPMorgan’s Kelly: Welcome to the ‘Back Roads of the Economy’ July 10, 2020
• OPENING AN IRA ACCOUNT AND IRA ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG July 9, 2020
• TOP 12 RMD WAIVER QUESTIONS July 8, 2020
• Weekly Market Commentary July 8, 2020
• A ROUNDUP OF RECENT DOL AND IRS RETIREMENT PLAN GUIDANCE July 6, 2020
• THE CARES ACT AND RMDS: TODAY’S SLOTT REPORT MAILBAG July 2, 2020
• Concerned about market volatility? Here’s one way to protect your retirement savings. July 2, 2020
• June 2020 Market Review and Outlook July 1, 2020
• EXCEPTIONS TO THE 10% EARLY DISTRIBUTION PENALTY FOR IRAS July 1, 2020
• Weekly Market Commentary June 30, 2020
• SIX MONTHS OF CRAZY – A SUMMARY OF RECENT RETIREMENT EVENTS June 29, 2020
• CARES ACT COVID-19 DISTRIBUTIONS AND SECURE ACT BENEFICIARY PAYOUTS: TODAY’S SLOTT REPORT MAILBAG June 25, 2020
• My Retirement Plan Is You June 25, 2020
• IRS EXTENDS ROLLOVER DEADLINE FOR 2020 RMDS June 24, 2020
• NEW SEC REG BI APPLIES TO ROLLOVER RECOMMENDATIONS – ARE YOU READY? June 23, 2020
• Weekly Market Commentary June 23, 2020
• Even retirees with resources find coronavirus is upending their financial plans June 22, 2020
• IRS EXPANDS ELIGIBILITY FOR CORONAVIRUS-RELATED DISTRIBUTIONS June 22, 2020
• 60-DAY ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG June 18, 2020
• FIX/NO FIX – CORRECTING RETIREMENT TRANSACTIONS, AND THOSE THAT ARE LOST June 17, 2020