Self-Certification After 60 Days: 12 Reasons

By Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for… Read more: The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag

Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble… Read more: 3 Retirement Mistakes That Can Still Be Fixed in 2025

  By Ian Berger, JD IRA Analyst If you’re in a 457(b) plan and are nearing retirement, you may want… Read more: Double Your Pleasure – The 457(b) 2x Catch-Up

  By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy.… Read more: Moving Your Roth Account

Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran… Read more: Weekly Market Commentary