Nov 9, 2026
By Sarah Brenner, JD Director of Retirement Education Beneficiaries, including Roth IRA beneficiaries, are subject to required minimum distributions (RMDs). The SECURE Act and SECURE 2.0 have upended these rules and caused significant confusion. Now, many...
Nov 7, 2026
Imagine picking up your first prescription in January and hearing a different price than you paid in December. Or calling to schedule a follow-up and learning that your specialist is outside your Medicare Advantage plan’s network for the new year. Even when your plan...
Nov 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 week lower after a volatile stretch. The S&P 500 fell 2.68% to 7,376.86, the Nasdaq Composite fell 3.37% to 24,579.42, the Dow fell...
Nov 6, 2026
When people picture retirement, they tend to picture the good stuff. A trip they’ve been putting off. More time with the grandkids. A weekday tee time. But an ordinary Tuesday might tell you more about the retirement you’re planning for. Where will you wake up? How...
Nov 5, 2026
By Ian Berger, JD IRA Analyst QUESTION: My dad died in December 2025, at age 95. I am the sole beneficiary of his traditional IRA. I just discovered that he never took his required minimum distribution (RMD) for 2025. Will his estate be subject to a penalty? ANSWER:...
