IRA BLOG

  By Sarah Brenner, JD Director of Retirement Education   The deadline for most retirement account owners to take their 2025 required...

By Andy Ives, CFP®, AIF® IRA Analyst Just over 10 years ago, in June 2014, the U.S. Supreme Court ruled unanimously, 9-0, that inherited IRAs are...

By Ian Berger, JD IRA Analyst   Question: I have an IRA holding an immediate annuity as well as other IRAs. With the passage of the SECURE 2.0...

By Ian Berger, JD IRA Analyst   You probably know there’s a limit on the amount of pre-tax and Roth contributions you can make to your company...

By Sarah Brenner, JD Director of Retirement Education Many of the provisions of the Tax Cuts and Jobs Act are scheduled to expire at the end of...

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...