by Kenny | Sep 27, 2026
Markets finished the week mixed as interest rates increased across the yield curve. Oil prices swung significantly during the week as reports suggested the US and Iran were close to a deal to reopen the Strait of Hormuz. This weekend, President Trump rejected the... by Kenny | Sep 24, 2026
By Ian Berger, JD IRA Analyst QUESTION: I really enjoy reading the Slott Report articles, but I’m confused about the inherited Roth IRA required minimum distributions (RMD) explanations. My understanding was Roth IRAs do not have RMDs even when inherited. Am I...
by Kenny | Sep 24, 2026
A new home. A growing family. A career change. Retirement getting closer. Life rarely stays the same for long. Yet financial plans and insurance policies can sit untouched for years—even as the people and priorities they were designed to support change. You may be... by Kenny | Sep 23, 2026
By Andy Ives, CFP®, AIF® IRA Analyst For those workplace retirement plan participants fortunate enough to own highly appreciated company stock in their plan – like a 401(k) or ESOP – the net unrealized appreciation (NUA) strategy may be available. NUA allows a person...
by Kenny | Sep 20, 2026
It was a volatile week on Wall Street as traders assessed monetary policy decisions from several central banks, including the Federal Reserve. The Fed did, as expected, raise its policy rate by 25 basis points to 3.75%-4.00%, but Fed Chairman Warsh’s very... 
