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Your Annual Medicare Checklist: What to Review Before You Change PlansNovember 9, 2025
Choosing or changing your Medicare coverage isn’t something to rush. Each year, your health needs, prescriptions, and budget can shift—and… Read more: Your Annual Medicare Checklist: What to Review Before You Change Plans
Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)November 9, 2025
TL;DR: Going into 2026, retirees face two big realities: markets that still swing and a shifting tax landscape. Focus on… Read more: Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)
7 Costly Medicare Mistakes (and How to Avoid Them)October 31, 2025
1) Waiting too long to enroll If you miss your Initial Enrollment Period (the 7-month window around your 65th birthday)… Read more: 7 Costly Medicare Mistakes (and How to Avoid Them)
Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right NowOctober 31, 2025
As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and… Read more: Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report MailbagOctober 30, 2025
By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her… Read more: Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag

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