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Weekly Market Commentary

Apr 5, 2026

  • 401(k) Rollovers and Spousal Contributions: Today’s Slott Report MailbagMay 21, 2026
    By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have a 401(k) plan with a previous employer that is a… Read more: 401(k) Rollovers and Spousal Contributions: Today’s Slott Report Mailbag
  • Retirement Planning in 2026: Building Confidence for the Years AheadMay 21, 2026
    Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting… Read more: Retirement Planning in 2026: Building Confidence for the Years Ahead
  • The “Required Beginning Date” vs. “First RMD Year” ConfusionMay 20, 2026
    By Ian Berger, JD IRA Analyst Most of you are probably familiar with the concept of the “required beginning date”… Read more: The “Required Beginning Date” vs. “First RMD Year” Confusion
  • New “Trump IRA” Is Fake NewsMay 18, 2026
      By Sarah Brenner, JD Director of Retirement Education On April 30, 2026, President Trump signed an executive order to promote retirement… Read more: New “Trump IRA” Is Fake News
  • Weekly Market CommentaryMay 17, 2026
    US equity markets finished the week mixed in volatile trade.  Hotter-than-expected inflation data, coupled with increased tensions in the Middle… Read more: Weekly Market Commentary

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