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Social Security, Retirement & Tax Planning
November 5 @ 6:00 pm
- Weekly Market Commentary
US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses. Micron Technology’s third-quarter results were… Read more: Weekly Market Commentary - Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement PortfolioAs we move into 2026, many retirees and pre-retirees are asking the same question: “How do I keep my retirement… Read more: Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
- Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report MailbagBy Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her… Read more: Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
- The Wonderful, Magical Form 5498By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become… Read more: The Wonderful, Magical Form 5498
