Weekly Market Commentary

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: When someone under age 59½ uses the “backdoor” method of making… Read more: Backdoor Roth IRAs and Inherited IRAs: Today’s Slott Report Mailbag

  By Ian Berger, JD IRA Analyst Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be… Read more: Grandparents Should Be Very Careful Before Opening Trump Accounts

For many people, financial confidence is not about having millions of dollars or a perfect investment strategy. It is about… Read more: Why Financial Confidence Starts With a Plan

By Sarah Brenner, JD Director of Retirement Education Spring is here! Now is the time when many people spring-clean their… Read more: 5 Steps to Spring-Clean Your IRA

Global markets had mixed results last week as headlines about the US-Iran conflict continued to affect trade.  Conflicting reports of… Read more: Weekly Market Commentary