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    • Weekly Market CommentaryApril 5, 2026
    • Tax Withholding from a Qualified Charitable Distribution (QCD) and from a Roth Conversion: Today’s Slott Report MailbagApril 2, 2026
        By Ian Berger, JD IRA Analyst Question: I had my IRA custodian send my required minimum distribution (RMD) from… Read more: Tax Withholding from a Qualified Charitable Distribution (QCD) and from a Roth Conversion: Today’s Slott Report Mailbag
    • Last-Minute Tax Moves Before April 15: IRA, HSA, and Retirement Planning TipsApril 2, 2026
      As April 15 approaches, many people assume the window for tax planning has already closed. The truth is, there may… Read more: Last-Minute Tax Moves Before April 15: IRA, HSA, and Retirement Planning Tips
    • No Joke – Today is a Required Beginning Date!April 1, 2026
        By Andy Ives, CFP®, AIF® IRA Analyst Today is April 1, and that’s a big day! No, not because… Read more: No Joke – Today is a Required Beginning Date!
    • Weekly Market CommentaryMarch 30, 2026
      US markets fell for the fourth consecutive week as the US-Israel-Iran conflict entered its 5th week.  President Trump’s announcement that he… Read more: Weekly Market Commentary

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