IRA BLOG

By Sarah Brenner, JD Director of Retirement Education   Question: I have a large non-qualified 457 deferred compensation plan and I am required...

By Andy Ives, CFP®, AIF® IRA Analyst   When the “check engine” light comes on in a vehicle, most people are rightfully concerned that something...

By Sarah Brenner, JD Director of Retirement Education Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We are hoping to consolidate...

By Ian Berger, JD IRA Analyst   One of the more controversial rules in the 2022 SECURE 2.0 Act is the requirement that plan catch-up...

We are two weeks into 2025. Have you been following through on your New Year’s resolutions? As our readers already know, for an IRA owner not to...

By Ian Berger, JD IRA Analyst Question: I am planning for a required minimum distribution (RMD) from both my IRA and 403(b) plan for 2026, my first...

  When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. We’ve previously...

By Sarah Brenner, JD Director of Retirement Education   The year 2025 is upon us! There is no doubt that this will be an eventful time for...

  By Sarah Brenner, JD Director of Retirement Education   Question: Hello, Our daughter (age 50) is the sole beneficiary of her husband’s...