by Kenny | Mar 29, 2018 | IRA BLOG
Question: Dear Mr. Slott, I have been receiving your e-mails for a number of years and have read your comments in The Wall Street Journallong before that – and have always found them of value. I have two questions I am hoping you can help me with that I believe have... by Kenny | Mar 28, 2018 | IRA BLOG
Tax return information is confidential. As the April 17th tax filing date approaches, pay attention to keeping your tax return information out of the hands of those who could cause you harm. Protecting Information on Your Tax Return Your tax return is full of private... by Kenny | Mar 26, 2018 | IRA BLOG
One of the many issues facing self-employed individuals is how to save for retirement. Of course, one option is to open a traditional or Roth IRA. However, the annual maximum contribution is low in terms of retirement planning. In 2018, it $5,500 if you are under age... by Kenny | Mar 22, 2018 | Weekly Newsletter
Fixed indexed annuities (FIAs) address many basic retirement concerns: protection of hard-earned dollars, tax-deferred growth, balance, and lifetime income. Get some peace of mind — no matter what happens in the market. Consider these five key benefits: Guaranteed... by Kenny | Mar 22, 2018 | IRA BLOG
Question: Dear Sir, Greetings and wish you well. I heard about your helpfulness and appreciate if you can kindly advise me the following: We (mother and daughter) have an S corp and set up solo 401(k)s. I made an error in profit contribution. Unfortunately, I...