U.S. equity markets gained last week behind a resurgent tech sector, with the NASDAQ advancing 2.39% and the S&P 500 rising 1.44%. But a mixed PCE report, a softer-than-expected Q1 GDP revision, and a sharp drop in energy stocks complicate the story. Here's what the data shows — and what Friday's jobs report means for the rate environment income-focused retirees are navigating.

The legislative deadline that drove Roth conversion conversations for years is gone. The problem it was pointing at isn't. Here's why the case for converting still holds — and what most people get wrong now that the urgency has disappeared.

Most people never think about what happens to their IRA after they die. Under current law, the beneficiary may face a 10-year deadline to empty the account — and a tax bill they weren't expecting.

Broader participation, a Dow at new highs, and small caps finally showing up — last week looked like a healthy rally. This week's PCE report, GDP, and consumer confidence data will tell us whether the conditions exist to sustain it.

Your social feed has probably been buzzing about it. Maybe a family member forwarded you an article. Here's the short answer: there is no "Trump IRA." An executive order was signed — but it directed agencies to study retirement savings access. No new law. No new account type. No IRS guidance. Here's what actually happened, and why the confusion itself is the planning risk.

Headline CPI came in as expected — but core CPI and every PPI index told a different story. Here's what it means for retirement portfolios when the Fed can't blink.

Markets climbed this week behind a technology surge and a stronger-than-expected jobs report — but the inflation story isn't settled, and next week's CPI number may change the picture.

Most IRA owners have heard "do your QCD before your RMD" — but the advice is imprecise in a way that matters. Here's what the timing actually means.

The S&P 500 and Nasdaq hit fresh highs last week — while inflation stayed well above target. Here's what drove markets and what it means for your retirement income plan.

A new savings account for children is generating buzz — and grandparents are rushing to open them. But the IRS eligibility rules are stricter than the marketing suggests, and signing the wrong form could carry real legal risk. Here's what to understand before you act.

Tech hit fresh records while consumer confidence hit a 73-year low. This week's market commentary breaks down what both signals mean for your retirement plan.

Most retirees never explicitly plan which account to draw from first. The sequence matters more than most people realize — and the consequences compound quietly over time.