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 Benefits Educational Videos Group Disability Group Disability Simple 401k Cash Balance Plan LIFETIME AND INHERITED IRA RMD RULES: TODAY’S SLOTT REPORT MAILBAG SECURE 2.0 CHANGES ALREADY IN EFFECT ROTH-O-MANIA! Weekly Market Commentary Rising Prices Lead to Changes in Lifestyle and Shopping Habits Rising Prices Lead to Changes in Lifestyle and Shopping Habits 529 PLANS AND ROTH IRAS: TODAY'S SLOTT REPORT MAILBAG SECURE 2.0 ELIMINATES RMDS ON ROTH PLAN DOLLARS IN 2024 Weekly Market Commentary SECURE 2.0 ALLOWS ROLLOVERS OF 529 FUNDS TO ROTH IRAS 7 Ways Retirement Will Be Different in 2023 QCDS AND 60-DAY ROLLOVERS: TODAY'S SLOTT REPORT MAILBAG WHO CAN DELAY THEIR RMD UNDER SECURE 2.0? Weekly Market Commentary NEW SECURE 2.0 10% PENALTY EXCEPTIONS: DOMESTIC ABUSE & FINANCIAL EMERGENCIES Building emergency savings is a top financial resolution for 2023, survey finds. Here’s how to get started RMDS UNDER SECURE ACT 2.0: TODAY'S SLOTT REPORT MAILBAG SECURE 2.0 CHANGES THAT APPLY TO WORKPLACE PLANS Weekly Market Commentary TOP TAKEAWAYS FROM SECURE 2.0 FOR 2023 Privacy Policy Phone (503) 427-0912 Schedule Your Appointment Today! Terms of Use