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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Mott Tax Advisory Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

Weekly Market Commentary

Weekly Market Commentary

US markets finished the week mixed in volatile trade.  The rotation from technology into other parts of the market reversed this week, as leadership from mega-cap tech...

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Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8 trillion in market value.  The Semiconductor sector...

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Weekly Market Commentary

Weekly Market Commentary

Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer staples.  Concerns about the...

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Weekly Market Commentary

Weekly Market Commentary

Happy Father’s Day to all the fathers out there.  The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new...

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Weekly Market Commentary

Weekly Market Commentary

It was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the largest IPO in history, and received elevated...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 was unable to make it a 10th straight week of gains as the market pulled back sharply late in the week amid a sense that the AI trade may have gone too...

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Weekly Market Commentary

Weekly Market Commentary

Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current...

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Weekly Market Commentary

Weekly Market Commentary

Happy Memorial Day weekend, and thank you to all the brave men and women who have served our country to ensure our freedom.   Markets took a step forward last week in...

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Weekly Market Commentary

Weekly Market Commentary

US equity markets finished the week mixed in volatile trade.  Hotter-than-expected inflation data, coupled with increased tensions in the Middle East, sent US Treasury...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Alan Mott) or (Mott Tax Advisory Services) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Mott Tax Advisory Services.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

How Plan Loans Work

By Ian Berger, JD IRA Analyst The June 15, 2026 Slott Report outlined the barriers preventing 401(k) and other plan participants from accessing their plan funds while...

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The Ghost-Life Rule Explained

By Sarah Brenner, JD Director of Retirement Education The SECURE Act of 2019 changed many rules for inherited IRAs. However, it left intact the rules for non-living...

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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Mott Tax Advisory Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Medicare Myths That Could Cost You Money in Retirement

Medicare Myths That Could Cost You Money in Retirement

For many Americans, Medicare is one of the most valuable benefits they'll ever receive. Yet every year, countless individuals make important healthcare decisions based on misinformation or outdated advice. The truth is, understanding how Medicare works doesn't have to...

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