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Why a Retirement Income Plan Matters More Than Your Investment Returns

Why a Retirement Income Plan Matters More Than Your Investment Returns

by Kenny | Jul 1, 2026

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate when their balances increase. But when retirement finally arrives, one question becomes far more important than, “How...
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

by Kenny | Jun 26, 2026

When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of...
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

by Kenny | Jun 17, 2026

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

by Kenny | Jun 11, 2026

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just as an annual physical helps identify potential health concerns before...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

by Kenny | Jun 4, 2026

For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout...
7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

by Kenny | May 28, 2026

Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create major challenges later in life. The good news is that most...
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  • Weekly Market CommentaryNovember 7, 2026
    AI-chip selloff erases Wednesday’s rally; stocks log a fourth straight weekly decline The week in brief U.S. stocks ended the… Read more: Weekly Market Commentary
  • What will an ordinary Tuesday cost in retirement?November 6, 2026
    When people picture retirement, they tend to picture the good stuff. A trip they’ve been putting off. More time with… Read more: What will an ordinary Tuesday cost in retirement?
  • What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report MailbagNovember 5, 2026
    By Ian Berger, JD IRA Analyst QUESTION: My dad died in December 2025, at age 95. I am the sole… Read more: What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report Mailbag
  • Spouse Beneficiary RMDs: Calculation BasicsNovember 4, 2026
    By Andy Ives, CFP®, AIF® IRA Analyst In the October 26 Slott Report entry (“Beneficiary RMDs: Calculation Basics”), we discussed… Read more: Spouse Beneficiary RMDs: Calculation Basics
  • IRS Establishes New Correction Program for Fixing IRA ErrorsNovember 2, 2026
    By Ian Berger, JD IRA Analyst A recently announced IRS program gives you new ways to fix certain IRA errors.… Read more: IRS Establishes New Correction Program for Fixing IRA Errors

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