Schedule your Appointment with Us Today! Educational BLOGS Educational Videos Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Fixed Indexed Annuity Educational Videos Ed Slott Educational Videos Weekly Market Commentary 10 Retirement Planning Mistakes People Make at 50 Weekly Market Commentary 8 Common Above-the-Line Deductions Anyone Can Claim Weekly Market Commentary 12 Things to Tell Your Kids About Your Money MORE ON THE ROTH CATCH-UP CONTRIBUTIONS DELAY Weekly Market Commentary 7 Things to Know About Appointing an Executor THE 10-YEAR RULE AND 529 PLANS: TODAY’S SLOTT REPORT MAILBAG RULES FOR INHERITED IRAS THAT MAY SURPRISE NONSPOUSE BENEFICIARIES IRA BENEFICIARY PAYOUT RULES – THE MADNESS CONTINUES 7 Money Leaks — and How to Plug Them IRS DELAYS EFFECTIVE DATE OF MANDATORY ROTH CATCH-UP RULE UNTIL 2026 Weekly Market Commentary Why Gen X Is Freaking Out About Retirement THE AGE 50 EXCEPTION AND THE STILL-WORKING EXCEPTION: TODAY’S SLOTT REPORT MAILBAG 3-YEAR STATUTE OF LIMITATIONS – MISSED RMDS Weekly Market Commentary 5 Retirement Fears Keeping Us Up at Night Privacy Policy Phone (805) 500-3088 Schedule Your Appointment Today! Terms of Use