Self-Certification After 60 Days: 12 Reasons
May 19, 2025
- Pro Rata, Not “Double Tax”By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and… Read more: Pro Rata, Not “Double Tax”
- Weekly Market CommentaryThe S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week… Read more: Weekly Market Commentary
- The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report MailbagBy Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for… Read more: The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
- 3 Retirement Mistakes That Can Still Be Fixed in 2025
Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble… Read more: 3 Retirement Mistakes That Can Still Be Fixed in 2025 - Double Your Pleasure – The 457(b) 2x Catch-UpBy Ian Berger, JD IRA Analyst If you’re in a 457(b) plan and are nearing retirement, you may want… Read more: Double Your Pleasure – The 457(b) 2x Catch-Up
