Accident Insurance Accident Insurance Read More Critical Illness Insurance Critical Illness Insurance Read More Disability Insurance Disability Insurance Read More Final Expense Life Insurance Final Expense Life Insurance Read More Health Insurance Health Insurance Read More Indexed Universal Life Insurance Indexed Universal Life Insurance Read More Life Insurance Life Insurance Read More Long Term Care Insurance Long Term Care Insurance Read More Medicare Insurance Medicare Insurance Read More Medicare Supplemental Insurance Medicare Supplemental Insurance Read More Short Term Major Medical Insurance Short Term Major Medical Insurance 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 IRS WAIVES 2024 RMDS FOR IRA BENEFICIARIES SUBJECT TO THE 10-YEAR RULEApril 17, 2024By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport If you’re an IRA beneficiary subject to the 10-year payout period and would have had a […] TWO RMD STRATEGIES TO AVOID IRMAAApril 15, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport You have carefully saved for retirement and now you have […]