Don’t Miss This Rule That Allows Smaller RMDs

Feb 11, 2026

  By Sarah Brenner, JD Director of Retirement Education If you are age 73 or older in 2026, you will need to take a required minimum distribution (RMD) from your IRA. Usually, an RMD is calculated using the IRS Uniform Lifetime Table. However, if you are married...

Three Basic IRA Rules that Must Be Understood

Feb 9, 2026

  By Andy Ives, CFP®, AIF® IRA Analyst Each year, in different cities, the Ed Slott team hosts several advisor training events for financial professionals serious about learning. These 2-day programs start with our cannonballing into the retirement account pool,...
Weekly Market Commentary

Weekly Market Commentary

Feb 8, 2026

Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in.  Concerns about massive capital expenditures resurfaced after Amazon and Google announced $200 billion and $185 billion in capex, respectively.  This comes after last week’s...
Medicare vs. Medicaid: What’s the Difference (and Can You Have Both)?

Medicare vs. Medicaid: What’s the Difference (and Can You Have Both)?

Feb 6, 2026

If you’re new to Medicare or helping a loved one, it’s easy to mix up Medicare and Medicaid—they sound similar, but they’re very different programs. The good news: once you understand the basics, it becomes much easier to choose coverage confidently and avoid costly...