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    • Weekly Market Commentary
    • Do We Use the Life Expectancy of the IRA Owner, or the Beneficiary to Calculate RMDs?: Today’s Slott Report Mailbag
    • Time is Running Out for Penalty-Free Correction of 2025 IRA Contributions
    • Could Your Retirement Plan Handle a Change of Plans?
    • Part 2: Who Should NOT Convert to a Roth IRA?
    • Weekly Market Commentary
    • Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report Mailbag
    • The Four Risks That Can Quietly Undermine Your Retirement Plan
    • An Update on State Law Tax Treatment of Trump Accounts
    • Weekly Market Commentary
    • Tax-Efficient Retirement Planning: It’s Not Just What You Save—It’s What You Keep
    • Should My Daughter Continue Contributing to Her Son’s 529 Plan or Open Up a Trump Account?: Today’s Slott Report Mailbag
    • Qualified Disaster Distributions
    • Weekly Market Commentary
    • Can I Do a Roth Conversion With No Earned Income?: Today’s Slott Report Mailbag
    • The Retirement Expense Many Families Forget to Plan For
    • IRS Issues Guidance on Permissible Trump Account Investments
    • Avoid These 4 Common IRA Trust Mistakes
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    • Inherited Roth IRAs and Contributions: today’s Slott Report Mailbag

    Contact Information

    Call us: 1-480-406-3396

    Kevin@SilverLeafFinancial.com

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    Silver Leaf Financial, Inc.

    Surprise, AZ
    15331 W. Bell Rd., Suite 212
    Surprise, AZ 85374

    Scottsdale, AZ
    9375 E. Shea Blvd., Suite 100
    Scottsdale, AZ 85260

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    Updated 2026