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Weekly Market Commentary

Apr 5, 2026

  • How Will States Tax Trump Account Contributions?April 20, 2026
      By Ian Berger, JD IRA Analyst Trump Account contributions can be made as early as this July 4. But… Read more: How Will States Tax Trump Account Contributions?
  • Weekly Market CommentaryApril 19, 2026
    Global markets continued to rally in hopes of an extended ceasefire and Friday’s reopening of the Strait of Hormuz.  However,… Read more: Weekly Market Commentary
  • The Five-Year Rule and Rollovers to Employer Plans: Today’s Slott Report MailbagApril 16, 2026
    By Sarah Brenner, JD Director of Retirement Education QUESTION: Hi, I was wondering if my Roth account that is a… Read more: The Five-Year Rule and Rollovers to Employer Plans: Today’s Slott Report Mailbag
  • The Hidden Risk of “Waiting Too Long” to Get Your Financial House in OrderApril 16, 2026
    Most people do not ignore their finances because they do not care.They ignore them because life gets busy. Work takes… Read more: The Hidden Risk of “Waiting Too Long” to Get Your Financial House in Order
  • How an Excess IRA Contribution Can Happen to YouApril 15, 2026
    By Sarah Brenner, JD Director of Retirement Education Not all funds in an IRA belong there. When a contribution is… Read more: How an Excess IRA Contribution Can Happen to You

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