Jun 22, 2026
By Sarah Brenner, JD Director of Retirement Education On July 4, contributions to Trump accounts, a new savings vehicle for children, will become available. In these final days before their launch, we have been getting questions from parents about exactly what they...
Jun 21, 2026
Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new all-time highs. The signing of a memorandum of understanding between the US and Iran extended the...
Jun 19, 2026
For many Americans, turning 65 feels like a major milestone. While Medicare enrollment is often the first thing people think about, the reality is that Medicare is just one piece of a much larger retirement puzzle. Decisions made during this period can have a lasting...
Jun 18, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is not working. Can she roll over the 529 dollars to a Roth IRA? Does she need earned income? Can you do it as a spousal Roth contribution? Thanks, Mary ANSWER: Mary,...
Jun 17, 2026
By Andy Ives, CFP®, AIF® IRA Analyst If a person has after-tax (non-deductible) money in any traditional IRA, SEP or SIMPLE IRA, then the pro-rata rule is just something that needs to be dealt with. But pro-rata is not the end-of-days hurdle that many people perceive...
