Weekly Market Commentary

The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8… Read more: Weekly Market Commentary

By Ian Berger, JD IRA Analyst Question: If someone has a SIMPLE IRA and is interested in doing a backdoor… Read more: The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate… Read more: Why a Retirement Income Plan Matters More Than Your Investment Returns

By Sarah Brenner, JD Director of Retirement Education In just a few days, on July 4, Trump accounts will be… Read more: IRS Provides Fix for Trump Account Gift Tax Issue

By Andy Ives, CFP®, AIF® IRA Analyst When it comes to the rules governing specific workplace retirement plans like a… Read more: “The Law of the Plan is the Law of the Land”