Sarah Brenner, JD Director of Retirement Education The rules for required minimum distributions (RMDs) can be complicated and, under… Read more: How Your RMD Statement Can Help You

US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in… Read more: Weekly Market Commentary

Kick off 2026 with clear retirement planning goals. Learn the 6 most important steps to protect your income, reduce taxes,… Read more: Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions

  Ian Berger, JD IRA Analyst Question: Does a non-spouse eligible designated beneficiary (EDB) have to pay taxes on required… Read more: Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag