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 Jeff Glenn YouTube Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Ed Slott Educational Videos Recent Posts 8 Common Above-the-Line Deductions Anyone Can Claim September 21, 2023 Weekly Market Commentary September 17, 2023 12 Things to Tell Your Kids About Your Money September 14, 2023 MORE ON THE ROTH CATCH-UP CONTRIBUTIONS DELAY September 11, 2023 THE 10-YEAR RULE AND 529 PLANS: TODAY’S SLOTT REPORT MAILBAG September 7, 2023 RULES FOR INHERITED IRAS THAT MAY SURPRISE NONSPOUSE BENEFICIARIES September 6, 2023 IRA BENEFICIARY PAYOUT RULES – THE MADNESS CONTINUES August 30, 2023 7 Money Leaks — and How to Plug Them August 30, 2023 IRS DELAYS EFFECTIVE DATE OF MANDATORY ROTH CATCH-UP RULE UNTIL 2026 August 28, 2023 Weekly Market Commentary August 27, 2023 Why Gen X Is Freaking Out About Retirement August 25, 2023 THE AGE 50 EXCEPTION AND THE STILL-WORKING EXCEPTION: TODAY’S SLOTT REPORT MAILBAG August 24, 2023 3-YEAR STATUTE OF LIMITATIONS – MISSED RMDS August 21, 2023 5 Retirement Fears Keeping Us Up at Night August 17, 2023 Weekly Market Commentary August 13, 2023 INHERITED IRA AND ROTH IRA RMD RULES: TODAY’S SLOTT REPORT MAILBAG August 10, 2023 8 Ways to Recover Faster From a Disaster August 10, 2023 ANOMALIES AND EXCEPTIONS August 9, 2023 WHAT ARE THE RULES FOR PENALTY-FREE HIGHER EDUCATION EXPENSE WITHDRAWALS? August 7, 2023 Weekly Market Commentary August 6, 2023 Privacy Policy Phone (734) 237-8200 Schedule Your Appointment Today! Terms of Use