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- Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report MailbagBy Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I’m age 72 and my wife is age 63. I want… Read more: Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report Mailbag
- Why Financial and Insurance Planning Should Work Together
When people think about financial planning, they often focus on investments, retirement accounts, and growing wealth. When they think about… Read more: Why Financial and Insurance Planning Should Work Together - Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year ClocksBy Ian Berger, JD IRA Analyst A few Saturdays ago, many of us moved our clocks one hour ahead… Read more: Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks
- Weekly Market CommentaryMarkets remained volatile, driven by headlines related to the Iran war. Whipsaw action was prominent across multiple asset classes, while… Read more: Weekly Market Commentary
- Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report MailbagBy Ian Berger, JD IRA Analyst Question: Hello Mailbag Folks, I may have missed something in one of the Ed… Read more: Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report Mailbag
