Self-Certification After 60 Days: 12 Reasons

US markets rebounded from losses in the prior week as trade tensions between the US and China appeared to ease. … Read more: Weekly Market Commentary

By Ian Berger, JD IRA Analyst Question: I read your blog titled “5 Things You Need to Know About Qualified… Read more: QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag

Quick Take Annuities are insurance contracts that can turn a portion of your savings into guaranteed income you can’t outlive.… Read more: Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement

When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced. For example, after… Read more: Good Reasons to Name a Trust as IRA Beneficiary

By Ian Berger, JD IRA Analyst By now, most of you probably know about the SECURE 2.0 Act provision  permitting… Read more: State Tax Treatment of 529-to-Roth IRA Rollovers