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  • A Loved One Died and Left You an Inheritance. Now What?June 12, 2025
    Take these steps when you receive a windfall Perhaps you are among the growing number of Americans fortunate enough to… Read more: A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report MailbagJune 12, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of… Read more: IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA BeneficiaryJune 11, 2025
    By Sarah Brenner, JD Director of Retirement Education Here at the Slott Report we hear many stories about trusts being named as… Read more: When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax ReportingJune 9, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst We know that required minimum distributions (RMDs) cannot be rolled over or converted.… Read more: Fixing a Converted RMD…and the Tax Reporting

OFFICE ADDRESS

Cannon Wealth Solutions

Connecticut Office
1037 E. Putnam Ave, 2nd Floor
Riverside, CT 06830

CONTACT INFORMATION

Connecticut Contact: (917) 991-2945

Fax Number: (201) 771-5875

robert@cannonwealthsolutions.com

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