Self-Certification After 60 Days: 12 Reasons

US equity markets took a step back last week in what turned out to be a very busy week.  Increased… Read more: (no title)

Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a Roth IRA from a sister who was one year younger… Read more: Inherited Roth IRAs and Contributions: today’s Slott Report Mailbag

Most people do not build their retirement strategy all at once. They accumulate different financial products and accounts throughout their… Read more: Your Retirement Plan May Look Complete—But Is It Truly Connected?

By Andy Ives, CFP®, AIF® IRA Analyst The foundational premise of a Roth IRA and a Roth 401(k) is the… Read more: Roth Distribution Rules: IRAs vs. Plans

By Ian Berger, JD IRA Analyst Recent IRS guidance confirms that any employer that wishes to make employer contributions to… Read more: IRS Issues Guidance on Trump Account Employer Contributions