Weekly Market Commentary

In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining… Read more: Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection

By Andy Ives, CFP®, AIF® IRA Analyst We know that Roth conversions are permanent. Recharacterization of a conversion is no… Read more: (no title)

By Ian Berger, JD IRA Analyst The SECURE Act completely changed the rules for beneficiary IRA (and workplace retirement plan)… Read more: A Cheat Sheet for Retirement Account Beneficiary RMDs

Global markets hit record highs as Q1 earnings continued to exceed expectations.  Despite continued tensions in the Middle East and… Read more: Weekly Market Commentary

By Sarah Brenner, JD Director of Retirement Education Question: My spouse and I have a combined six-figure required minimum distribution… Read more: Required Minimum Distributions and Inherited IRAs Prior to 2020: Today’s Slott Report Mailbag