Enjoy the Dream of Retirement Income Schedule your Appointment with Us 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 Fixed Indexed Annuity Educational Videos Ed Slott Educational Videos Recent Posts Weekly Market Commentary February 28, 2021 6 Social Security Changes for 2021 February 25, 2021 ROTH IRA CONTRIBUTIONS AND YOUR TAX RETURN February 24, 2021 Weekly Market Commentary February 22, 2021 WHEN A “REVERSE ROLLOVER” MAKES SENSE February 22, 2021 60 DAY ROLLOVERS AND RMDS UNDER THE CARES ACT: TODAY’S SLOTT REPORT MAILBAG February 18, 2021 TRANSFERRING A ROTH IRA AFTER DIVORCE – 3 LOGICAL CONSIDERATIONS February 17, 2021 How COVID-19 is Affecting 2021 Retirement Planning February 17, 2021 THE GOVERNMENT IS NOT PLANNING TO CONFISCATE YOUR IRA February 15, 2021 Weekly Market Commentary February 15, 2021 FIRST TIME RMDS AND SIMPLE IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG February 12, 2021 Retirement Services February 11, 2021 WHAT HAPPENS IF I TERMINATE EMPLOYMENT WITH AN UNPAID 401(K) LOAN? February 10, 2021 ROTH IRA ROLLOVERS AND THE 5-YEAR RULE: TODAY’S SLOTT REPORT MAILBAG February 9, 2021 Weekly Market Commentary February 9, 2021 RMDS AND ROLLOVERS – A DANGEROUS BLEND February 8, 2021 How to Minimize Social Security Taxes February 5, 2021 3 TIPS TO AVOID TAX PROBLEMS WITH YOUR SEP February 3, 2021 FOUR UNEXPLAINED TAX CODE MYSTERIES February 1, 2021 Weekly Market Commentary February 1, 2021 Privacy Policy Phone (916) 545-2212 Terms of Use schedule an appointment today!