By Andy Ives, CFP®, AIF® IRA Analyst During our recent Ed Slott and Company’s Instant IRA Success workshop in Brooklyn, NY, we were presenting information about qualified charitable distributions (QCDs) when an audible groan emanated from the crowd. Over the...
When most people hear the words “annual checkup,” they assume they’re talking about a physical exam. Under Medicare, however, there’s an important difference between an Annual Wellness Visit and a routine physical—and understanding that...
Markets took a step back last week despite a better-than-expected start to second-quarter earnings and benign inflation data. Semiconductor names continued to come under pressure, especially the memory names, as the sector entered into bear territory, off 20% in just...
By Sarah Brenner, JD Director of Retirement Education Question: Hello, I’m married, filing jointly, and I have been converting my traditional IRA to Roth this year. If I convert too much and trigger higher Income-Related Monthly Adjustment Amount (IRMAA) charges, can...
By Ian Berger, JD IRA Analyst The June 15, 2026 Slott Report outlined the barriers preventing 401(k) and other plan participants from accessing their plan funds while working. The June 24, 2026 article discussed in-plan withdrawals as one way around those barriers....
