Self-Certification After 60 Days: 12 Reasons

May 19, 2025

Recent Posts

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
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

Address

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.