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Self-Certification After 60 Days: 12 Reasons
May 19, 2025
(no title)
November 14, 2026
WEEKLY MARKET REPORT · WEEK OF NOV 9–13, 2026 Stocks rally 2.5% for the week as the VIX falls, yet…
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: (no title)
Could Your Financial Plan Handle a Bad Month?
November 13, 2026
The water heater goes out on Monday. On Friday, your employer announces a cut in hours. Neither event was on…
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: Could Your Financial Plan Handle a Bad Month?
Qualified Charitable Distributions: Today’s Slott Report mailbag
November 12, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I make a qualified charitable donation (QCD) to my local church on a…
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: Qualified Charitable Distributions: Today’s Slott Report mailbag
How to Open a New Solo 401(k) Plan Retroactively
November 11, 2026
By Ian Berger, JD IRA Analyst Thinking of opening up a new solo 401(k) plan for 2026? Fortunately, you won’t…
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: How to Open a New Solo 401(k) Plan Retroactively
IRA Beneficiaries and Missed RMDs
November 9, 2026
By Sarah Brenner, JD Director of Retirement Education Beneficiaries, including Roth IRA beneficiaries, are subject to required minimum distributions (RMDs).…
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: IRA Beneficiaries and Missed RMDs