Self-Certification After 60 Days: 12 Reasons
May 19, 2025
- Weekly Market Commentary
U.S. stocks climbed through Wednesday, then gave it all back. The S&P 500 slipped 0.6% and the Nasdaq fell 2.0%,… Read more: Weekly Market Commentary - The Retirement Expenses You Won’t Find in Your Monthly BudgetYou have estimated your monthly retirement income. You have added up the mortgage, groceries, utilities, and insurance premiums. The numbers… Read more: The Retirement Expenses You Won’t Find in Your Monthly Budget
- IRA Beneficiaries and the Roth IRA Five-Year Rule: Today’s Slott Report MailbagBy Sarah Brenner, JD Director of Retirement Education QUESTION: I am age 84. My IRA beneficiaries are my two children… Read more: IRA Beneficiaries and the Roth IRA Five-Year Rule: Today’s Slott Report Mailbag
- Correcting an Excess IRA Contribution After the October 15 DeadlineBy Sarah Brenner, JD Director of Retirement Education Excess IRA contributions happen frequently and for a variety of reasons. Maybe… Read more: Correcting an Excess IRA Contribution After the October 15 Deadline
- Beneficiary RMDs: Calculation BasicsBy Andy Ives, CFP®, AIF® IRA Analyst Although many IRA owners are required to take required minimum distributions (RMDs), much… Read more: Beneficiary RMDs: Calculation Basics
