Self-Certification After 60 Days: 12 Reasons
May 19, 2025
- 7 steps to prepare for your upcoming retirement
Planning to retire within the next 10 years? Taking these actions now could help bolster your portfolio as you approach… Read more: 7 steps to prepare for your upcoming retirement - Required Minimum Distributions and IRA Transfers: Today’s Slott Report MailbagBy Sarah Brenner, JD Director of Retirement Education Question: Can I satisfy my required minimum distribution (RMD) from my 401(k)… Read more: Required Minimum Distributions and IRA Transfers: Today’s Slott Report Mailbag
- Reporting a RecharacterizationBy Andy Ives, CFP®, AIF® IRA Analyst While the ability to recharacterize Roth conversions was eliminated years ago, Roth contributions… Read more: Reporting a Recharacterization
- Roth IRA vs. Roth 401(k): Which Is Better?By Ian Berger, JD IRA Analyst Many of you are familiar with the tax advantages that Roth retirement accounts can… Read more: Roth IRA vs. Roth 401(k): Which Is Better?
