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Recent Posts

  • Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
  • The Medicare–Social Security Timing Puzzle: How One Decision Can Affect Your Retirement Income
  • Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
  • 3 IRA Tax Breaks for Same-Sex Couples
  • Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility
  • Weekly Market Commentary
  • Medicare Annual Enrollment Period (AEP): How to Review Your Coverage and Avoid Costly Surprises
  • The Once-Per-Year IRA Rollover Rule and 529-to-Roth Transfers: Today’s Slott Report Mailbag
  • Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
  • What in the World is Modified Adjusted Income (MAGI), and Why Does It Matter?

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Business: (765) 749-0082
Fax: (866) 789-6076
Email: safemoney34@gmail.com

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3221 S Memorial Dr, Suite B
New Castle, IN 47362
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