By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, If a person is turning 73 years old in March,… Read more: Roth Conversions: Today’s Slott Report Mailbag

As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be… Read more: How an annuity can help as you plan for retirement

  By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It… Read more: RMD Avoidance: Red Flags and Dead Ends

By Ian Berger, JD IRA Analyst More and more 401(k) plans are making Roth employee contributions available, and employees leaving… Read more: Deciphering the Rules for Roth 401(k)-to-Roth IRA Rollovers

-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and… Read more: Weekly Market Commentary