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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

Recent Posts

  • Inherited Roth IRAs and IRA Transfers: Today’s Slott Report Mailbag May 29, 2025
  • Misconceptions About the Still-Working Exception May 28, 2025
  • Backdoor Roth Conversions and IRA Losses: Today’s Slott Report Mailbag May 22, 2025
  • 10 Things Retirees Should Stop Spending On Now May 22, 2025
  • Taking Tax-Free Distributions from Your HSA May 21, 2025
  • Self-Certification After 60 Days: 12 Reasons May 19, 2025
  • Weekly Market Commentary May 18, 2025
  • 10 Simple Financial Tasks You Can Tackle in an Hour May 15, 2025
  • First RMD Year and Roth IRA 5-Year Period: Today’s Slott Report Mailbag May 15, 2025
  • How the Compensation Limit Affects Retirement Plan Benefits May 14, 2025
  • New Reporting for 2025 QCDs May 12, 2025
  • Weekly Market Commentary May 11, 2025
  • 4 Key Decisions for Early Retirement May 9, 2025
  • Roth Conversions and 401(k) Distributions: This Week’s Slott Report Mailbag May 8, 2025
  • Check Both Boxes for Tax-Free Roth IRA Earnings May 7, 2025
  • How Plan After-Tax Contributions Are Taxed When Converted May 5, 2025
  • Weekly Market Commentary May 4, 2025
  • How to Plan for Retirement Like a Veteran May 1, 2025
  • Basis In Your Traditional IRA May 1, 2025
  • Basis In Your Traditional IRA April 30, 2025
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Palay Financial Services

Milwaukee, Wisconsin

Contact Information

Office: (414) 254-1733

Alan@PalayFinancialServices.com

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At Palay Financial Services we believe that relationships can only thrive when values match. Sometimes financial strategies that you’ve used in the past may not be the best strategies going forward.

At Palay Financial Services we do what’s right, not what’s popular.

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