Schedule your Appointment with Mark Today! Weekly Newsletter Educational Videos Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Ed Slott Educational Videos WHY CHOOSE A MEDICARE SUPPLEMENT PLAN? HOW ARE ANNUAL RMDS IN THE 10-YEAR PERIOD CALCULATED? REQUIREMENT DURING 10-YEAR RULE STANDS 6 Steps to Tune Up Your Retirement Finances Weekly Market Commentary ROTH CONVERSIONS AND SIMPLE IRA RMDS: TODAY’S SLOTT REPORT MAILBAG NOT RETIRING AT 65? WHEN SHOULD YOU BUY MEDICARE? As Social Security’s funds face insolvency, experts say these are key factors to watch PART 1: INHERITED ROTH IRA BY NON-SPOUSE BENEFICIARY – 5-YEAR CLOCK ISSUES? IRS “HYPOTHETICAL RMD RULE” PREVENTS SURVIVING SPOUSES FROM AVOIDING RMDS Weekly Market Commentary INHERITED ROTH IRAS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG QUESTIONS TO ASK WHEN CHOOSING MEDICARE Women, part of the wave of baby boomers reaching ‘peak 65,’ are more likely to struggle in retirement, research finds 12 QCD RULES YOU MUST KNOW EXCESS CONTRIBUTION FIX: SAME IRA, DIFFERENT DOLLARS 7 THINGS NEW ENROLLEES SHOULD KNOW ABOUT MEDICARE 7 Key Factors That Could Affect How Long You’re Retired Weekly Market Commentary IRS GIVES GUIDANCE ON PENALTY-FREE WITHDRAWALS FOR FINANCIAL EMERGENCIES AND FOR VICTIMS OF DOMESTIC ABUSE Privacy Policy Phone (239) 244-8644 Terms of Use Speak With a Wealth Management Advisor Today!