Educational Videos Schedule a Meeting With Kim Edsall or Call 405-503-8491 Click Here Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Ed Slott Educational Videos Nothing SIMPLE About It: 3 Different Catch-Up Limits for 2025 Tax-Free HSA Distributions Watchdog Estimates $7.5 Billion Medicare Advantage Overpayment from “Questionable” Health Risk Assessments Weekly Market Commentary 7 Things You’ll Be Happy You Downgraded in Retirement Roth IRA Conversion Considerations Annual RMDs For Certain Beneficiaries Kick in Soon Annual RMDs For Certain Beneficiaries Kick in Soon Weekly Market Commentary Unpacking the changes to Medicare in 2025 Why Your Current Retirement Plan May Not Be Enough in 2025 New Rule: All IRA RMDs Must Be Satisfied Prior to Doing a Roth Conversion Trusts as the Beneficiary and Inherited IRAs: Today’s Slott Report Mailbag Key change coming for 401(k) ‘max savers’ in 2025, expert says — here’s what you need to know Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks Weekly Market Commentary 3 IRA Tasks to Complete by the End of 2024 What the Fed’s Rate Cut Means for You The Zombie Rule Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025 Privacy Policy Phone (405) 503-8491 Schedule Your Appointment Today! Terms of Use