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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

  • Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report MailbagMarch 12, 2026
    By Ian Berger, JD IRA Analyst Question: Hello Mailbag Folks, I may have missed something in one of the Ed… Read more: Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report Mailbag
  • Understanding Annuities: Turning Retirement Savings Into Reliable IncomeMarch 12, 2026
    Planning for retirement has changed dramatically over the past few decades. In the past, many retirees relied on pensions and… Read more: Understanding Annuities: Turning Retirement Savings Into Reliable Income
  • Fatal Error: Mistakes That Cannot Be Fixed – Part 2March 11, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst In our Slott Report entry from March 2 (“Fatal Error: Mistakes That Cannot Be… Read more: Fatal Error: Mistakes That Cannot Be Fixed – Part 2
  • Act Quickly to Avoid Double Taxation on Excess 401(k) DeferralsMarch 9, 2026
    By Ian Berger, JD IRA Analyst If you made excess deferrals to your 401(k) or 403(b) plan(s) in 2025, you… Read more: Act Quickly to Avoid Double Taxation on Excess 401(k) Deferrals

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Texas Seniors Financial Services, Inc.

Garland, Texas

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Contact Number: (972) 278-8590

txfinser@airmail.net

Texas License #772557

Garland, Texas

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Updated 2026