Self-Certification After 60 Days: 12 Reasons

Global equity markets finished the week mixed, with US markets posting their second straight week of losses.  Geopolitical concerns and… Read more: Weekly Market Commentary

When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right… Read more: A Well-Rounded Financial Plan Starts With the Whole Picture

  By Sarah Brenner, JD Director of Retirement Education Question: Hello! I have been a big fan for a long… Read more: Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag

  By Sarah Brenner, JD Director of Retirement Education IRA and Roth IRA contributions are only permitted when you have… Read more: Spousal IRA Contributions