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 YOUR RMD IS NOT ELIGIBLE FOR ROLLOVER May 6, 2024 Weekly Market Commentary May 5, 2024 What’s Changing for Retirement in 2024? May 3, 2024 ROLLOVERS AND SUCCESSOR BENEFICIARY RULES: TODAY’S SLOTT REPORT MAILBAG May 2, 2024 ONE 60-DAY ROLLOVER PER YEAR? May 1, 2024 401(K) RMDS IN THE YEAR OF RETIREMENT April 29, 2024 Weekly Market Commentary April 28, 2024 INHERITED IRAS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG April 25, 2024 How to Deal With a Big Tax Bill April 25, 2024 3 QUESTIONS TO ASK TO DETERMINE IF AN HSA IS RIGHT FOR YOU April 24, 2024 FUNDAMENTALS OF THE LIFETIME RMD April 22, 2024 Weekly Market Commentary April 21, 2024 7 Ways Retirement Will Be Different in 2024 April 18, 2024 ROTH IRA DISTRBUTION RULES AND COMBINING IRAS: TODAY’S SLOTT REPORT MAILBAG 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 Privacy Policy Phone (770) 355-9686 Terms of Use