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Medicare Made Simple: How to Choose the Right Coverage for Your Future

Medicare Made Simple: How to Choose the Right Coverage for Your Future

by Kenny | Mar 20, 2026 | Medicare, Medicare Blog

For many people, Medicare is one of the most important financial and healthcare decisions they will make in retirement. Yet it is also one of the most misunderstood. Between enrollment deadlines, coverage options, prescription plans, and out-of-pocket costs, it is...

Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report Mailbag

by Kenny | Mar 19, 2026 | IRA Blog

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I’m age 72 and my wife is age 63. I want to open a spousal Roth IRA. I already have a Roth for myself that I’ve owned for more than 5 years. Would she have to wait 5 years before she can make a withdrawal without a...
Why Financial and Insurance Planning Should Work Together

Why Financial and Insurance Planning Should Work Together

by Kenny | Mar 19, 2026 | Weekly Newsletter

When people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about insurance, they usually think about protecting their home, health, or family. The truth is, these two areas should never be...

Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks

by Kenny | Mar 18, 2026 | IRA Blog

  By Ian Berger, JD IRA Analyst A few Saturdays ago, many of us moved our clocks one hour ahead to usher in Daylight Saving Time. Adjusting our clocks is a reminder to review the confusing rules surrounding the Roth IRA distribution clocks. It’s no surprise that...
Understanding Medicare: What Every Retiree Should Know Before Enrolling

Understanding Medicare: What Every Retiree Should Know Before Enrolling

by Kenny | Mar 15, 2026 | Medicare, Medicare Blog

Turning 65 is a milestone — and for many Americans, it’s the moment when Medicare enters the conversation. While Medicare provides valuable health coverage for retirees, the system can feel confusing. With multiple parts, enrollment windows, and coverage options, many...
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