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Self-Certification After 60 Days: 12 Reasons
May 19, 2025
Weekly Market Commentary
March 22, 2026
US markets fell for a third consecutive week as investors continued to assess the implications of the Iran conflict. Headlines…
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: Weekly Market Commentary
Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report Mailbag
March 19, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I’m age 72 and my wife is age 63. I want…
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: Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report Mailbag
Why Financial and Insurance Planning Should Work Together
March 19, 2026
When people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about…
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: Why Financial and Insurance Planning Should Work Together
Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks
March 18, 2026
By Ian Berger, JD IRA Analyst A few Saturdays ago, many of us moved our clocks one hour ahead…
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: Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks
5 Reasons to Roll Over Your Retirement Funds to an IRA
March 16, 2026
By Sarah Brenner, JD Director of Retirement Education In these turbulent economic times, the headlines are full of news…
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: 5 Reasons to Roll Over Your Retirement Funds to an IRA