Annuity Testimonials Annuity Testimonials Read More Educational Videos Educational Videos Read More U.S. Debt Clock U.S. Debt Clock 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 REQUIRED MINIMUM DISTRIBUTIONS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAGMarch 21, 2024By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: I know you can delay taking your first required minimum distribution […] WHAT IS RETIREMENT? FANTASY VS. REALITYMarch 20, 2024By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Three times a week, every week, we add to the Slott Report. Two article […]