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Self-Certification After 60 Days: 12 ReasonsMay 19, 2025
By Andy Ives, CFP®, AIF®| IRA Analyst There are two ways to move money from one IRA to another: a… Read more: Self-Certification After 60 Days: 12 Reasons
Weekly Market CommentaryMay 18, 2025
-Darren Leavitt, CFA It was a busy week on Wall Street. The Dow Jones Industrial Index and the S&P 500… Read more: Weekly Market Commentary
Is the Medicare Annual Wellness Visit Mandatory?May 16, 2025
Key Points While the Medicare Annual Wellness Visit is not mandatory, it is a 100% covered preventive service. The Annual… Read more: Is the Medicare Annual Wellness Visit Mandatory?
10 Simple Financial Tasks You Can Tackle in an HourMay 15, 2025
You won’t believe how much you can accomplish — and save — in just a few minutes Have 60 minutes… Read more: 10 Simple Financial Tasks You Can Tackle in an Hour
First RMD Year and Roth IRA 5-Year Period: Today’s Slott Report MailbagMay 15, 2025
By Ian Berger, JD IRA Analyst Question: Our client is 75 years old. He just retired on January 1,… Read more: First RMD Year and Roth IRA 5-Year Period: Today’s Slott Report Mailbag

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