Education Blog
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Are You Scared for Your Retirement Plan?
October 15, 2026
Halloween will be here soon, and this is the time of year for scary stories, costumes, haunts, etc. Of
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course, all of these things are just make-believe for just a short period of time each year. Unfortunately,
though, there are many scary issues going on in the financial, economic, tax and political world right now
and they are not make-believe. Many people are fearing the worst, and they are downright worried. Are
you scared -
Question of the Month October 2026
October 8, 2026
“Hi Brian. There has been a lot of talk and press about the benefits of saving in a Roth IRA. However, for our case, I am just not seeing it. My husband and I make a good living and are in a higher tax bracket than we will be in at retirement. So, for us, isn’t it best for us to save in a Traditional IRA and 401(k), take the tax deduction now, and pay taxes later when our taxes are lower in retirement? Thank you.” Melissa
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The original ‘Inherited Stretch IRA’ has been eliminated. Now What Do You Do?
October 2, 2026
The SECURE ACT (Setting Every Community Up for Retirement Enhancement Act) became law at the
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beginning of 2020. The legislation was mainly intended to expand opportunities for people to increase
their retirement savings, which obviously is a good thing. However, the act also included one big tax law
change that will cost most inheritors additional taxes, and that was the elimination of the ‘Inherited
Stretch IRA’. So, now what do you do? -
How Retirement Savvy Are You ?
September 24, 2026
Recently, we did our ‘Back to School for Your Retirement Show.’ Students across the country
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have been getting back to school over the last several weeks. However, “Back to School” is not
just for students anymore. You must make sure to continue your retirement education each and
every year due to all the many changes that take place in the financial arena -
Question of The Month September 2026
September 17, 2026
“Hello. In the recent bill that got passed by the Congress and the Trump Administration, did the proposed ‘no tax on Social Security’ become law? What else became law that can benefit people financially? Thank you.” Mark
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What Happens To Your Retirement Plan When a Spouse Passes Away?
September 12, 2026
It is always a hard time when a spouse passes away. Obviously, there are a lot of emotions to
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deal with, as well as concerns and figuring out how to live without your spouse. But what
happens to your retirement plan? Well, unfortunately, there are a lot of changes that happen to a
retirement plan when a spouse passes away.
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