Videos

state planning sounds like something for billionaires in marble mansions… not for regular people with a mortgage, a 401(k), a… Read more: Estate Planning & You: Getting Ready for 2026 (Without Freaking Out)

  By Andy Ives, CFP®, AIF® IRA Analyst For those who have 401(k)s or other retirement plans, the required beginning… Read more: The Tricky Still-Working Exception – After Death

If you feel like retirement has gotten more complicated, you’re not imagining things. Between market volatility, rising costs, new tax… Read more: Retirement Planning in 2026: How to Prepare for a New Era of Retirement

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A husband owned a Roth IRA which had been in existence for… Read more: The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag