ASK PEGGY SHOW FOR 7-13-26

ASK PEGGY SHOW FOR 7-26-26

* Market Review * Investment Account E-Deliveries * Back to School College Funding * Retirement Shortfalls References: https://www.thinkadvisor.com/2026/07/16/sec-releases-new-e-delivery-rule/ [https://www.thinkadvisor.com/2026/07/16/sec-releases-new-e-delivery-rule/]

ASK PEGGY SHOW FOR 7-13-26

* Market Performance * Tax Penalty Relief * Christmas in July * SIMPLE IRAs References: https://www.thinkadvisor.com/2026/07/09/irs-rolls-out-automatic-penalty-relief-for-eligible-taxpayers/ [https://www.thinkadvisor.com/2026/07/09/irs-rolls-out-automatic-penalty-relief-for-eligible-taxpayers/] https://www.nerdwallet.com/retirement/learn/simple-ira-vs-401k-comparison-how-to-pick-the-right-plan

ASK PEGGY SHOW FOR 6-22-26

Market Update Avoiding Scams Finances and Fireworks Maxing Retirement Savings References: https://www.thinkadvisor.com/2026/06/17/financial-fraud-is-accelerating-cfp-board-survey/ [https://www.thinkadvisor.com/2026/06/17/financial-fraud-is-accelerating-cfp-board-survey/] https://www.irs.gov/retirement-plans/irc-457b-deferred-compensation-plans [https://www.irs.gov/retirement-plans/irc-457b-deferred-compensation-plans]

ASK PEGGY SHOW FOR 6-8-26

* Markets and Oil * Recouping Illegal Gains * Summer Vacations * Giving Children Money References: https://www.thinkadvisor.com/2026/06/04/supreme-court-bolsters-secs-power-to-recoup-illegal-gains/ [https://www.thinkadvisor.com/2026/06/04/supreme-court-bolsters-secs-power-to-recoup-illegal-gains/]

ASK PEGGY SHOW FOR 6-1-26

* May Data * Climate Risk Scrapped * Planning a Wedding on a Budget * Trump Accounts References: https://www.bloomberg.com/news/articles/2026-05-31/latest-oil-market-news-and-analysis-for-june-1?srnd=phx-markets https://www.thinkadvisor.com/2026/05/29/sec-moves-to-scrap-biden-era-rule-on-climate-risk-disclosures/ https://www.thinkadvisor.com/2026/05/28/treasury-launches-trump-accounts-app/