By Andy Ives, CFP®, AIF® IRA Analyst For those workplace retirement plan participants fortunate enough to own highly appreciated company stock in their plan – like a 401(k) or ESOP – the net unrealized appreciation (NUA) strategy may be available. NUA allows a person...
By Sarah Brenner, JD Director of Retirement Education QUESTION: I understand that the SECURE Act 10-year payout rule applies to certain beneficiaries. I also understand that, if the IRA owner died after his required beginning date (RBD), annual required minimum...
By Sarah Brenner, JD Director of Retirement Education Believe it or not, you still have some time if you are having second thoughts about that IRA contribution you made for 2025. Maybe you made a Roth IRA contribution and then discovered your income was too high....
By Andy Ives, CFP®, AIF® IRA Analyst In our August 31, 2026, Slott Report entry, we offered a list of situations where Roth conversion could make sense. In that article, we also said that a Roth conversion is not for everyone. Conversion is NOT a universally...
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a Roth IRA from my older sister who recently died. Can I do a conversion from the inherited IRA into the inherited Roth IRA? Daniel ANSWER: Daniel, Non-spouse...
By Ian Berger, JD IRA Analyst A Slott Report article from April 20, 2026, reported that a number of states intended to tax Trump accounts less favorably than they are taxed under the federal tax code, and others were undecided about state tax treatment. Since then,...
Note that the example above uses jQuery to trigger the function call, but you could trigger the function call using any method you wish.fbq('track', 'Lead'); - To track the lead event on the page. Like Thank you page after submitting the lead.
If you have the Thank you page after submitting the lead then you can paste this code on the page and it'll track it as a successful lead.
If instead you wanted to track a standard purchase event when the visitor clicks a purchase button, you could tie the fbq('track') function call to the lead button on your page, like this:
