Feb 25, 2026
By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a reminder, Trump Accounts are tax-deferred savings accounts for children. They were established by Congress...Feb 23, 2026
By Sarah Brenner, JD Director of Retirement Education The tax season is upon us. This is the time when many people consider contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise of tax-free withdrawals in...
Feb 22, 2026
The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs. The start of the Chinese Lunar New Year and Ramadan tempered international trading volumes. The tail end of Q4 earnings continued to show...
Feb 19, 2026
Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because income needs, taxes, risk tolerance, health care costs, and family priorities are never identical. A personalized...Feb 19, 2026
By Ian Berger, JD IRA Analyst Question: I really appreciate your emails and find them very helpful. Please continue the great work. I read your advice in the recent Slott Report article that IRA contributions need to be in cash, but was wondering about Roth...
