IRA BLOG

  By Sarah Brenner, JD Director of Retirement Education While naming a spouse directly as the IRA beneficiary has many advantages and is a...

By Ian Berger, JD IRA Analyst Question: Greetings, In 2025, I converted a traditional IRA to an existing Roth IRA, which I have held for 20 years. I...

By Andy Ives, CFP®, AIF® IRA Analyst At their core, IRAs and 401(k) plans operate in a similar fashion. Contributed dollars avoid taxation until...

  By Ian Berger, JD IRA Analyst Many employers with company plans, and their recordkeepers, are scrambling to be ready for the...

  By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her 40-year-old father. Is...

  By Sarah Brenner, JD Director of Retirement Education A few months ago, the IRS introduced a new Code Y for the reporting of qualified...

By Andy Ives, CFP®, AIF® IRA Analyst TRIVIA QUESTION: John is age 40, he has a traditional IRA, and he is updating his beneficiary form. John wants...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My client is age 71 and divorced. He is the primary beneficiary of his ex-wife’s IRA. She just...

By Ian Berger, JD IRA Analyst The IRS rollover rules are fraught with complexity. (That’s why we always recommend direct transfers instead of 60-day...

By Sarah Brenner, JD Director of Retirement Education The Halloween holiday is approaching. This is the time of year when tiny ghosts and goblins...