- Get the care you need quickly when you’re sick
- 7 Strategies for More Income in Retirement
- Inherited Roth IRAs and Qualified Charitable Distributions from SEP IRAs: Today’s Slott Report Mailbag
- Avoid Double Trouble by Fixing 2024 Excess 401(k) Deferrals by April 15
- How Roth IRA Distributions Are Taxed
- Weekly Market Commentary
- 7 Medicare Changes You’re Seeing in 2025
- Roth Conversions: Today’s Slott Report Mailbag
- How an annuity can help as you plan for retirement
- RMD Avoidance: Red Flags and Dead Ends
- It’s Time to Shop for Medicare, and 2025 Brings Big Changes
- Deciphering the Rules for Roth 401(k)-to-Roth IRA Rollovers
- Weekly Market Commentary
- 9 Ways Retirement Will Be Different in 2025
- Roth IRA Distributions and Eligible Designated Beneficiaries: Today’s Slott Report Mailbag
- Watch Out for the Once-Per-Year Rollover Rule
- IRA Transactions: Detours and Alternate Routes
- 5 big changes to Medicare 2025 plans you should know during open enrollment
- Important Tasks & Decisions for Each Phase of Retirement Planning
- Weekly Market Commentary
(678) 778-5331
scott@synergywealthcoach.com
