Fixed Indexed Annuities Fixed Indexed Annuities Read More Indexed Interest Potential Indexed Interest Potential Read More Is a Fixed Indexed Annuity Right For You? Is a Fixed Indexed Annuity Right For You? Read More It's Time To Rethink Retirement It's Time To Rethink Retirement Read More Protection Benefits Protection Benefits Read More Tax Deferral Tax Deferral Read More Understanding The Basics Understanding The Basics Read More Understanding The Benefits Understanding The Benefits Read More Who's Who in a Fixed Annuity Who's Who in a Fixed Annuity Read More 10 Good Reasons To Buy a Fixed indexed Annuity 10 Good Reasons To Buy a Fixed indexed Annuity 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 DEADLINE FOR OPENING UP A NEW SOLO 401(K) PLANNovember 21, 2022By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport A solo 401(k) plan is a great retirement savings vehicle for self-employed […] INHERITED IRAS AND RMD TABLES: TODAY’S SLOTT REPORT MAILBAGNovember 17, 2022By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Hello! I need clarification regarding RMD statements for […]