IRA BLOG

  By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 75 and have just one IRA. I normally do multiple qualified charitable distributions...

By Ian Berger, JD IRA Analyst With all the tax changes made by the 2025 One Big Beautiful Bill Act (OBBBA), it’s no surprise that the IRS has made...

  By Sarah Brenner, JD Director of Retirement Education Everyone has heard the horror stories of how unneeded and unwanted trusts disrupted...

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and...

  By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas...

  By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the...

By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account...

  By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92,...

  By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some...

  Ian Berger, JD IRA Analyst As is often the case with new legislation, the One Big Beautiful Bill Act (OBBBA) left unanswered a number of...