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Recent Posts
- 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
- IRS ALLOWS REMOTE WITNESSING OF SPOUSAL WAIVERS June 15, 2020
- SPECIAL NEEDS TRUSTS AND CRDS: TODAY’S SLOTT REPORT MAILBAG June 11, 2020
- SECURE ACT’S 10-YEAR RULE BRINGS NEW PLANNING OPPORTUNITIES June 10, 2020
- Weekly Market Commentary June 9, 2020
- ROTH CONVERSIONS: PAYING TAXES FROM ANOTHER SOURCE June 8, 2020