Oct 3, 2026
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...
Oct 2, 2026
Medicare Open Enrollment is one of the most important times of the year for people who already have Medicare. From October 15 through December 7, 2026, Medicare beneficiaries have an opportunity to review their current coverage and make changes for 2027. Any coverage...
Oct 2, 2026
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 needs, and other financial decisions that may affect both...Oct 1, 2026
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...Sep 30, 2026
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... 
