About Us About us Read More AIM Safe Money Advisors AIM Safe Money Advisors Read More Refer a Friend Refer a Friend Read More Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG HOW ARE ANNUAL RMDS IN THE 10-YEAR PERIOD CALCULATED?July 25, 2024By Ian Berger, JD IRA Analyst In the July 22, 2024 Slott Report, my colleague Sarah Brenner explained how the IRS, in its final SECURE Act required […] ROTH CONVERSIONS AND SIMPLE IRA RMDS: TODAY’S SLOTT REPORT MAILBAGJuly 18, 2024By Ian Berger, JD IRA Analyst Question: One of our clients wants to cash out his IRA and then roll it into a Roth IRA within 60 days. Can this be […]