by Kenny | Oct 3, 2026 | Uncategorized
As we move from the third quarter into the fourth, investors have a lot to consider in this crazy market. US equities finished the week mixed in volatile trade. A standstill in negotiations between the US and Iran pushed oil prices higher early in the week, but the...
by Kenny | Oct 2, 2026 | Weekly Newsletter
7 Year-End Financial Moves to Consider Before December 31 As the year begins to wind down, your financial plan deserves a year-end review too. The final few months of the year can be an important time to evaluate retirement accounts, taxes, insurance coverage, income...
by Kenny | Oct 1, 2026 | IRA Blog
Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I did a qualified charitable distribution (QCD) in early January of 2026 to cover a portion of my required minimum distribution (RMD), then took the rest of the RMD before I processed a Roth conversion. Am I now allowed to...
by Kenny | Sep 30, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst One of the mantras we have here at Ed Slott & Company is: “Don’t do 60-day rollovers. Do direct transfers instead.” The reason? 60-day rollovers between IRAs are subject to several rules that have serious tax consequences if not...
by Kenny | Sep 28, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Fall is in full swing and October is almost upon us. That means that an important IRA deadline looms just ahead. Here are three transactions you must get done by October 15, 2026. 1. Make a SEP IRA contribution for...
