Self-Certification After 60 Days: 12 Reasons

Retirement isn’t built on luck—it’s built on preparation. While investment performance, insurance coverage, and market conditions all play important roles,… Read more: Why Financial Confidence Starts With a Plan, Not a Product

The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8… Read more: Weekly Market Commentary

By Ian Berger, JD IRA Analyst Question: If someone has a SIMPLE IRA and is interested in doing a backdoor… Read more: The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate… Read more: Why a Retirement Income Plan Matters More Than Your Investment Returns

By Sarah Brenner, JD Director of Retirement Education In just a few days, on July 4, Trump accounts will be… Read more: IRS Provides Fix for Trump Account Gift Tax Issue