Self-Certification After 60 Days: 12 Reasons
May 19, 2025
- Form 8606 and the Pro-Rata Rule: Not the End of the WorldBy Andy Ives, CFP®, AIF® IRA Analyst If a person has after-tax (non-deductible) money in any traditional IRA, SEP or… Read more: Form 8606 and the Pro-Rata Rule: Not the End of the World
- The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It
Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to… Read more: The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It - Accessing 401(k) Funds While You’re Still WorkingBy Ian Berger, JD IRA Analyst If you are faced with expenses that require you to tap into your savings,… Read more: Accessing 401(k) Funds While You’re Still Working
- Weekly Market CommentaryIt was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the… Read more: Weekly Market Commentary
- Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report MailbagBy Ian Berger, JD IRA Analyst Question: Are the rules for a grandchild who inherits an IRA the same as… Read more: Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
