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Weekly Market Commentary
Apr 5, 2026
Does the Five-Year Holding Period Pertain to Me?: Today’s Slott Report Mailbag
July 23, 2026
By Ian Berger, JD IRA Analyst QUESTION: My wife (Keiko) currently does not take a required minimum distribution (RMD) on…
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: Does the Five-Year Holding Period Pertain to Me?: Today’s Slott Report Mailbag
How a Fixed Indexed Annuity Can Work for You in 2026
July 23, 2026
As Americans continue preparing for retirement in an uncertain economic environment, many are looking for ways to protect their savings…
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: How a Fixed Indexed Annuity Can Work for You in 2026
What You Need to Know About the Still-Working Exception
July 22, 2026
By Sarah Brenner, JD Director of Retirement Education Tax rules require most retirement account owners who are subject to required…
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: What You Need to Know About the Still-Working Exception
QCD Code Y: Optional Again in 2026
July 20, 2026
By Andy Ives, CFP®, AIF® IRA Analyst During our recent Ed Slott and Company’s Instant IRA Success workshop in Brooklyn, NY, we…
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: QCD Code Y: Optional Again in 2026
Weekly Market Commentary
July 19, 2026
Markets took a step back last week despite a better-than-expected start to second-quarter earnings and benign inflation data. Semiconductor names…
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: Weekly Market Commentary