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Recent Posts

• Weekly Market Commentary July 19, 2026
• How Plan Loans Work July 15, 2026
• The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan July 15, 2026
• The Ghost-Life Rule Explained July 13, 2026
• (no title) July 12, 2026
• The Pro-Rata Rule and the Still-Working Exception: Today’s Slott Report Mailbag July 9, 2026
• Why Financial Confidence Starts With a Plan, Not a Product July 9, 2026
• Trump Accounts: Weird Stuff Keeps Happening July 8, 2026
• Treasury Announces Initial Trump Account Investment Options July 6, 2026
• Weekly Market Commentary July 5, 2026
• The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag July 2, 2026
• Why a Retirement Income Plan Matters More Than Your Investment Returns July 1, 2026
• IRS Provides Fix for Trump Account Gift Tax Issue July 1, 2026
• “The Law of the Plan is the Law of the Land” June 29, 2026
• Weekly Market Commentary June 28, 2026
• The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns June 26, 2026
• Required Minimum Distributions and Excess Contributions: Today’s Slott Report Mailbag June 25, 2026
• Breaking the Barriers to Access Your Retirement Plan Funds While Working June 24, 2026
• Trump Accounts Are Almost Here: What Parents Need to Know June 22, 2026
• Weekly Market Commentary June 21, 2026