Annuities Annuities Read More Charitable Giving Charitable Giving Read More College Funding College Funding Read More Estate Planning Estate Planning Read More Fixed Indexed Annuities Fixed Indexed Annuities Read More IRA & 401(K) Assets & Planning IRA & 401(K) Assets & Planning Read More IRA, 401(K) & 403(B) Rollovers IRA, 401(K) & 403(B) Rollovers Read More Lifetime Income Planning Lifetime Income Planning Read More Probate Probate Read More Retirement Income Planning Retirement Income Planning Read More Safe Money Options Safe Money Options Read More Social Security Social Security Read More Tax Minimization Planning Tax Minimization Planning Read More Wills, Trusts, Estates Wills, Trusts, Estates Read More Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG RMD RULES FOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAGMarch 28, 2024By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Hi, My last remaining parent, my mother, passed away in May 2017, and my […] ARE 529-TO-ROTH IRA ROLLOVERS SUBJECT TO STATE TAX?March 27, 2024By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Previous Slott Report articles have covered the new SECURE 2.0 provision allowing 529 […]