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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

Recent Posts

  • The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag June 26, 2025
  • 3 Retirement Mistakes That Can Still Be Fixed in 2025 June 26, 2025
  • Double Your Pleasure – The 457(b) 2x Catch-Up June 25, 2025
  • Moving Your Roth Account June 23, 2025
  • Weekly Market Commentary June 22, 2025
  • 8 Ways to Keep From Going Broke in Retirement June 20, 2025
  • RMD Calculations and Qualified Charitable Distributions: Today’s Slott Report Mailbag June 19, 2025
  • Bad Advice Turns Me Into the Hulk June 18, 2025
  • Are My SEP and SIMPLE IRAs Safe from Creditors? June 16, 2025
  • A Loved One Died and Left You an Inheritance. Now What? June 12, 2025
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag June 12, 2025
  • When You SHOULD Name a Trust as IRA Beneficiary June 11, 2025
  • Fixing a Converted RMD…and the Tax Reporting June 9, 2025
  • Weekly Market Commentary June 8, 2025
  • Retirement age change 2025: What it means for your Social Security benefits June 6, 2025
  • Roth Conversions and HSA Distributions: Today’s Slott Report Mailbag June 5, 2025
  • Weekly Market Commentary June 2, 2025
  • 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
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Palay Financial Services

Milwaukee, Wisconsin

Contact Information

Office: (414) 254-1733

Alan@PalayFinancialServices.com

Our Motto

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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