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 YOUR RMD IS NOT ELIGIBLE FOR ROLLOVERMay 6, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport If you are at retirement age, you might be at a high […] ROLLOVERS AND SUCCESSOR BENEFICIARY RULES: TODAY’S SLOTT REPORT MAILBAGMay 2, 2024By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: My client is terminating employment and rolling over the funds […]