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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

  • Weekly Market CommentaryJuly 27, 2025
    The S&P 500 and NASDAQ reached another set of all-time highs, driven by constructive rhetoric on global trade and positive… Read more: Weekly Market Commentary
  • Getting Ready for Retirement ChecklistJuly 25, 2025
    If the word “retire” is becoming your new mantra, we suggest you make a retirement checklist before you receive your last paycheck.… Read more: Getting Ready for Retirement Checklist
  • The One Big Beautiful Bill Act (OBBBA) and SEP IRAs: Today’s Slott Report MailbagJuly 24, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Does the new $6,000 additional deduction for seniors under the One Big… Read more: The One Big Beautiful Bill Act (OBBBA) and SEP IRAs: Today’s Slott Report Mailbag
  • Trump Accounts – A Hot New Bombshell Enters the Tax-Advantaged Account VillaJuly 23, 2025
    By Sarah Brenner, JD Director of Retirement Education Summer of 2025 brought us the new season of the hit TV… Read more: Trump Accounts – A Hot New Bombshell Enters the Tax-Advantaged Account Villa
  • Last Week in ChicagoJuly 21, 2025
    By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful… Read more: Last Week in Chicago
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