Videos

Happy Father’s Day to all the fathers out there.  The holiday-shortened week brought gains to US equities and saw the… Read more: Weekly Market Commentary

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is… Read more: 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag

By Andy Ives, CFP®, AIF® IRA Analyst If a person has after-tax (non-deductible) money in any traditional IRA, SEP or… Read more: Form 8606 and the Pro-Rata Rule: Not the End of the World

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to… Read more: The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

By Ian Berger, JD IRA Analyst If you are faced with expenses that require you to tap into your savings,… Read more: Accessing 401(k) Funds While You’re Still Working