By Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always… Read more: 10 Things You Should Know about Fixing Late Rollovers With Self Certification

By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and… Read more: Pro Rata, Not “Double Tax”

The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week… Read more: Weekly Market Commentary

By Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for… Read more: The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag

Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble… Read more: 3 Retirement Mistakes That Can Still Be Fixed in 2025