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 ROTH CONVERSION DEADLINE AND HSA COVERAGE: TODAY’S SLOTT REPORT MAILBAG 10 Things You Need to Know About Social Security VESTING IN COMPANY PLANS AND NEW IRS FORFEITURE RULES FIVE FACTS YOU NEED TO KNOW ABOUT FDIC INSURANCE AND YOUR IRA Weekly Market Commentary 3 TIPS FOR MAKING YOUR 2022 IRA CONTRIBUTION Are Annuities A Good Investment? EMPLOYER PLANS AND THE 5-YEAR RULE: TODAY'S SLOTT REPORT MAILBAG BLOODY MARY AND A 401(K) CAN I REACH MY 401(K) FUNDS WHILE STILL WORKING? Weekly Market Commentary Two of the ‘best’ ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors ROTH CONVERSIONS AND INHERITED IRAS: TODAY'S SLOTT REPORT MAILBAG 3 TIPS FOR MAKING YOUR 2022 IRA CONTRIBUTION THE INTERNET SAID SO Successful Retirement Requires More Than Financial Planning Weekly Market Commentary INHERITED IRA 10-YEAR RULE AND DISABLED CHILD AS ELIGIBLE DESIGNATED BENEFICIARY: TODAY’S SLOTT REPORT SECURE 2.0 GLITCHES AND UNANSWERED QUESTIONS NAMING A MINOR AS YOUR IRA BENEFICIARY Privacy Policy Phone (805) 500-3088 Schedule Your Appointment Today! Terms of Use