Annuities Annuities Read More BLOG Blog Read More Downloads Downloads Read More FAQs FAQs Read More Glossary of Terms Glossary of Terms Read More Recommended Reading Recommended Reading Read More Safe Money Newsletter Safe Money Newsletter Read More Video Page Video Page 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 QUALIFIED CHARITABLE DISTRIBUTIONS (QCDS) AND SOLO 401(K) PLANS: TODAY’S SLOTT REPORT MAILBAGMay 9, 2024By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Can a QCD (qualified charitable distribution) be made from a 401(k) […] A CHEAT SHEET FOR IRA BENEFICIARY RMDSMay 8, 2024By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport It’s been over four years since the SECURE Act upended the rules for beneficiary […]