Self-Certification After 60 Days: 12 Reasons

Planning to retire within the next 10 years? Taking these actions now could help bolster your portfolio as you approach… Read more: 7 steps to prepare for your upcoming retirement

By Sarah Brenner, JD Director of Retirement Education Question: Can I satisfy my required minimum distribution (RMD) from my 401(k)… Read more: Required Minimum Distributions and IRA Transfers: Today’s Slott Report Mailbag

By Andy Ives, CFP®, AIF® IRA Analyst While the ability to recharacterize Roth conversions was eliminated years ago, Roth contributions… Read more: Reporting a Recharacterization

By Ian Berger, JD IRA Analyst Many of you are familiar with the tax advantages that Roth retirement accounts can… Read more: Roth IRA vs. Roth 401(k): Which Is Better?

The S&P 500 and NASDAQ reached another set of all-time highs, driven by constructive rhetoric on global trade and positive… Read more: Weekly Market Commentary