Jun 1, 2026
By Sarah Brenner, JD Director of Retirement Education If you are under age 59½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds. Not understanding how the rule...
May 29, 2026
Choosing the right Medicare coverage can feel overwhelming, especially with so many options available. One of the biggest decisions retirees face is whether to enroll in a Medicare Advantage Plan or a Medicare Supplement Plan (also known as Medigap). While both...
May 28, 2026
By Sarah Brenner, JD Director of Retirement Education Question: I have a new client who has an old SEP IRA as well as a traditional IRA with funds that were rolled over from his 401(k) plan. Can we combine these two accounts? Answer: Yes. These accounts can be...
May 28, 2026
Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create major challenges later in life. The good news is that most...
May 27, 2026
asfaf sfgsf By Andy Ives, CFP®, AIF® IRA Analyst It’s been nearly 3½ years, and still no news. No guidance. No updates. Background: In December 2022, the SECURE 2.0 Act was signed into law. That legislation contained an extensively discussed provision – allowing...
