Orsinger Investment Group, Inc.

10/26/2026

Monday Market Update (week ending October 23, 2026)

10/23/2026

FRIDAY FUN FACTS

History of the Roth IRA

It has been around longer than you realize!!

10/22/2026

What's an Inherited IRA?

On the OIG Podcast, Max Messett and Kevin Orsinger go in depth to explain how an inherited IRA works and what you need to be aware of.

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Before taking money out, talk through the rules with your financial advisor. A little planning can help you avoid surprises.

10/21/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/21/2026

What's an Inherited IRA?

On the OIG Podcast, Max Messett and Kevin Orsinger go in depth to explain how an inherited IRA works and what you need to be aware of.

Spotify https://tr.ee/d0ME9A

YouTube https://tr.ee/D26Eu6

Before taking money out, talk through the rules with your financial advisor. A little planning can help you avoid surprises.

10/20/2026

10/19/2026

Beneficiary Review

How are your beneficiaries set up on your investment accounts?

Per Stirpes or Per Capita?

You should be aware of the differences!

10/16/2026

FRIDAY FUN FACT!

Up until 2001, stocks used to trade in fractions and not decimals.

Instead of $20.25, at stock was priced at $20 1/4

10/15/2026

Learn about the Tax Triangle on the OIG Podcast

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The tax triangle divides savings into three categories:

- Taxable: Pay taxes on interest, dividends, and realized gains—such as in brokerage accounts.

- Tax-deferred: Generally pay taxes when withdrawing money—such as from traditional IRAs and 401(k)s.

- Tax-free: Qualified withdrawals are tax-free—such as from Roth IRAs and Roth 401(k)s.

The benefit: Combining these categories can provide flexibility to manage taxes and retirement income.

10/14/2026

The OIG Podcast is up!

Learn about The Tax Triang investing in differently taxed accounts can benefit you during retirement.

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YouTube https://tr.ee/D26Eu6