By Sarah Brenner, JD Director of Retirement Education Believe it or not, you still have some time if you are having second thoughts about that IRA contribution you made for 2025. Maybe you made a Roth IRA contribution and then discovered your income was too high....
You may have a clear picture of retirement: more time with family, a few trips you have been putting off, and the freedom to spend your days doing what matters most. But a retirement plan also needs room for the things you cannot schedule. An unexpected home repair. A...
By Andy Ives, CFP®, AIF® IRA Analyst In our August 31, 2026, Slott Report entry, we offered a list of situations where Roth conversion could make sense. In that article, we also said that a Roth conversion is not for everyone. Conversion is NOT a universally...
US equity markets fell in the holiday-shortened week as oil prices surpassed $100 a barrel, raising inflation concerns and pushing interest rates higher. Additionally, elevated inflation data announced during the week increased the likelihood that the Federal Reserve...
Turning 65 is an exciting milestone—but it also brings important Medicare decisions. With multiple enrollment periods, coverage options, and deadlines to understand, even a small mistake could lead to delayed coverage, unexpected expenses, or lifelong penalties. Here...
