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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

  • The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
  • 3 Retirement Mistakes That Can Still Be Fixed in 2025
  • Double Your Pleasure – The 457(b) 2x Catch-Up
  • Moving Your Roth Account
  • Weekly Market Commentary
  • 8 Ways to Keep From Going Broke in Retirement
  • RMD Calculations and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Bad Advice Turns Me Into the Hulk
  • Are My SEP and SIMPLE IRAs Safe from Creditors?
  • A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax Reporting
  • Weekly Market Commentary
  • Retirement age change 2025: What it means for your Social Security benefits
  • Roth Conversions and HSA Distributions: Today’s Slott Report Mailbag
  • Weekly Market Commentary
  • Inherited Roth IRAs and IRA Transfers: Today’s Slott Report Mailbag
  • Misconceptions About the Still-Working Exception
  • Backdoor Roth Conversions and IRA Losses: Today’s Slott Report Mailbag

Contact Information

Call us: 1-480-406-3396

Kevin@SilverLeafFinancial.com

Address

Silver Leaf Financial, Inc.

Surprise, AZ
15331 W. Bell Rd., Suite 212
Surprise, AZ 85374

Scottsdale, AZ
9375 E. Shea Blvd., Suite 100
Scottsdale, AZ 85260

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Updated 2025