Retirement Plan News & Financial Updates


 

March 2026

 

2026 Retirement Income Planning: A Practical Guide to Turning Savings Into Paychecks


Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market ups and downs. If you’re retired (or...

 
 

Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report Mailbag Feb 19, 2026


By Ian Berger, JD IRA Analyst Question: I really appreciate your emails and find them very helpful. Please continue the great work. I read your advice in the recent Slott Report article that IRA contributions need to be in cash, but was wondering about Roth...

 
 

Weekly Market Commentary

Feb 15, 2026

US financial markets regressed in choppy trade. The narrative around the disruptive nature of AI continued to impact markets. Rotation away from growth and mega-cap issues continued while proceeds flowed to defensive sectors and small caps. Interest rate-sensitive...


 

Medicare Advantage (Part C): What It Is, Who It’s For, and What to Watch For


Medicare can feel straightforward at first—Part A helps cover hospital care, Part B helps cover doctor and outpatient services—but then you hear about Medicare Advantage and everything gets a little more confusing. Medicare Advantage (also called Part C) is an...

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Your life insurance need calculator



Let’s take a moment to think about your goals and needs. 


This short exercise will help you estimate your life insurance need. Exact numbers are not required. Round "ballpark" numbers are sufficient. This calculator is meant to estimate coverage for a single life. Run the calculator a second time to estimate life insurance need for a spouse or partner.



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