Self-Certification After 60 Days: 12 Reasons
May 19, 2025
- Young Spouse, Spousal Rollover, Year-of-Death RMD…and a Penalty?By Andy Ives, CFP®, AIF® IRA Analyst When an IRA owner reaches the required beginning date (RBD), required minimum distributions… Read more: Young Spouse, Spousal Rollover, Year-of-Death RMD…and a Penalty?
- Weekly Market Commentary
US markets fell for a third consecutive week as investors continued to assess the implications of the Iran conflict. Headlines… Read more: Weekly Market Commentary - Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I’m age 72 and my wife is age 63. I want… Read more: Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report Mailbag
- Why Financial and Insurance Planning Should Work TogetherWhen people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about… Read more: Why Financial and Insurance Planning Should Work Together
