Schedule your Appointment with Frank 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 Ed Slott Educational Videos Recent Posts Weekly Market Commentary April 28, 2024 How to Deal With a Big Tax Bill April 25, 2024 Weekly Market Commentary April 21, 2024 7 Ways Retirement Will Be Different in 2024 April 18, 2024 IRS WAIVES 2024 RMDS FOR IRA BENEFICIARIES SUBJECT TO THE 10-YEAR RULE April 17, 2024 TWO RMD STRATEGIES TO AVOID IRMAA April 15, 2024 Weekly Market Commentary April 14, 2024 REQUIRED MINIMUM DISTRIBUTIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG April 11, 2024 As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate April 11, 2024 THE WISE SHOPPER – ROTH CONVERSIONS April 10, 2024 JUST A FEW DAYS LEFT TO FIX 2023 EXCESS 401(K) DEFERRALS April 8, 2024 Weekly Market Commentary April 7, 2024 THE 10-YEAR RULE AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG April 4, 2024 10 Things Boomers Should Consider Selling in Retirement April 3, 2024 4 WAYS TO REDUCE YOUR RMD TAX BITE April 3, 2024 10 POINTS: FIXING EXCESS IRA CONTRIBUTIONS April 1, 2024 Weekly Market Commentary March 29, 2024 RMD RULES FOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG March 28, 2024 6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024 March 28, 2024 ARE 529-TO-ROTH IRA ROLLOVERS SUBJECT TO STATE TAX? March 27, 2024 Privacy Policy Phone (770) 355-9686 Terms of Use