IRA BLOG

By Sarah Brenner, JD Director of Retirement Education Question: I just inherited an IRA from my sister. She died at age 74 and I am age 78. Am I...

By Andy Ives, CFP®, AIF® IRA Analyst On January 21, Ichiro Suzuki was elected to Major League Baseball’s Hall of Fame by the Baseball Writers...

By Ian Berger, JD IRA Analyst   Here’s one question that keeps coming up: If I retire in the year when I turn 73 (or older) and want to...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Am I correct that a non-spouse Roth IRA beneficiary does NOT have a yearly required minimum...

  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...