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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

  • Weekly Market CommentaryApril 12, 2026
    Global markets rose for a second week as the US and Iran agreed to a two-week ceasefire.  The two sides… Read more: Weekly Market Commentary
  • Non-Spouse Beneficiaries and Funding QCDS: Today’s Slott Report MailbagApril 9, 2026
    By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: If a non-spouse beneficiary inherits a 401(k), what are the options? Can… Read more: Non-Spouse Beneficiaries and Funding QCDS: Today’s Slott Report Mailbag
  • What Inflation Is Quietly Doing to Your Retirement PlanApril 9, 2026
    When most people think about retirement planning, they focus on the big numbers. How much they have saved. How much… Read more: What Inflation Is Quietly Doing to Your Retirement Plan
  • The Strange RMD Rules for Ex-Spouses After a DivorceApril 8, 2026
    By Ian Berger, JD IRA Analyst “Qualified domestic relations orders” (QDROs) are court orders used to divide ERISA retirement plan… Read more: The Strange RMD Rules for Ex-Spouses After a Divorce
  • Five Last-Minute Tips for 2025 IRA ContributionsApril 6, 2026
    By Sarah Brenner, JD Director of Retirement Education The tax-filing deadline is almost here. Are you thinking about making a… Read more: Five Last-Minute Tips for 2025 IRA Contributions

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