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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

  • Weekly Market CommentaryAugust 8, 2026
    Giddy up!  US equity markets ripped higher in the first week of August as 2nd quarter earnings continued to impress.  According… Read more: Weekly Market Commentary
  • Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market RiskAugust 6, 2026
    As retirement approaches, one question becomes increasingly important: How do you continue growing your retirement savings while protecting what you’ve… Read more: Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk
  • Creditor Protection for Your Retirement AccountsAugust 5, 2026
    By Ian Berger, JD IRA Analyst How well are your retirement plan account funds protected from creditors? The answer depends on… Read more: Creditor Protection for Your Retirement Accounts
  • How Your Spouse Can Impact Your Traditional IRA DeductionAugust 3, 2026
    By Sarah Brenner, JD Director of Retirement Education If you have compensation (or “earned income”), you can always contribute to… Read more: How Your Spouse Can Impact Your Traditional IRA Deduction
  • Weekly Market CommentaryAugust 2, 2026
    It was an extremely busy week on Wall Street, with investors having to assess increased geopolitical tensions in the Middle… Read more: Weekly Market Commentary

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