Schedule your Appointment with Us Today!Monthly Market Review and OutlookEducational Videos Schedule your Appointment with Us Today!Monthly Market Review and OutlookEducational VideosVideosJeff Glenn YouTube VideosAnnuity Educational VideosLife Insurance Educational VideosRetirement Educational VideosEd Slott Educational VideosRecent Posts Weekly Market Commentary October 28, 2024 What the Fed’s Rate Cut Means for You October 23, 2024 What the Fed’s Rate Cut Means for You October 23, 2024 The Zombie Rule October 23, 2024 Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025 October 21, 2024 Weekly Market Commentary October 20, 2024 QTIP Trusts and Successor Beneficiaries: Today’s Slott Report Mailbag October 17, 2024 Social Security COLA 2025: How Much Will Payments Increase Next Year? October 17, 2024 You Missed the October 15 Deadline to Correct an Excess IRA Contribution – Now What? October 16, 2024 Nuances of NUA October 14, 2024 Weekly Market Commentary October 13, 2024 The 10-Year Rule and Required Minimum Distributions: Today’s Slott Report Mailbag October 12, 2024 Tax Filing Relief and Retirement Account Withdrawal Options for Hurricane Victims October 9, 2024 Why Retirement Gets Better With Annuities October 9, 2024 Final Regulations Allow Separate Accounting for Trusts October 7, 2024 Weekly Market Commentary October 6, 2024 Results From the 2024 Retirement Confidence Survey Find Workers’ and Retirees’ Confidence Has Not Recovered From the Significant Drop Seen in 2023, but Majorities Remain Optimistic About Retirement Prospects October 3, 2024 Recharacterization Still Exists October 2, 2024 Surprising News About the New Statute of Limitations for Missed RMDs and Excess IRA Contributions September 30, 2024 Weekly Market Commentary September 29, 2024 Privacy Policy Phone (734) 237-8200 Schedule Your Appointment Today! Terms of Use