Self-Certification After 60 Days: 12 Reasons
May 19, 2025
- Weekly Market Commentary
US equity markets fell in the holiday-shortened week as oil prices surpassed $100 a barrel, raising inflation concerns and pushing… Read more: Weekly Market Commentary - Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a… Read more: Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report Mailbag
- The Four Risks That Can Quietly Undermine Your Retirement PlanRetirement planning is about more than reaching a particular savings goal. Even a substantial portfolio can face pressure from risks… Read more: The Four Risks That Can Quietly Undermine Your Retirement Plan
- An Update on State Law Tax Treatment of Trump AccountsBy Ian Berger, JD IRA Analyst A Slott Report article from April 20, 2026, reported that a number of states intended to… Read more: An Update on State Law Tax Treatment of Trump Accounts
- Weekly Market CommentaryMarkets finished the week mixed as investors assessed the escalation of tensions between the US and Iran and recalibrated expectations… Read more: Weekly Market Commentary
