by Kenny | Feb 24, 2020 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst A spouse beneficiary of an IRA faces many decisions. There is great flexibility and many items to consider. For example, how old was my spouse when he or she passed and what impact will that have on my available choices? Do I need... by Kenny | Feb 20, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
New federal legislation made sweeping changes in retirement plans. Here’s what you need to know. The new year has brought a number of changes in financial rules affecting consumers. Many of them are in new federal legislation called the Secure Act, which mostly... by Kenny | Feb 19, 2020 | IRA BLOG
By Ian Berger, JD IRA Analyst Most workplace retirement plans allowing elective deferrals fall into one of these varieties: 401(k) plans for employees of private sector companies. 403(b) plans for employees of tax-exempt employers, public schools and churches. 457(b)... by Kenny | Feb 19, 2020 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: For the last three years, I have done a back door Roth conversion. I do the conversion in January. I am 68 years old and I am rolling over my 457(b) New York City deferred compensation plan funds to a rollover IRA with Vanguard.... by Kenny | Feb 17, 2020 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Many IRA owners have named trusts as their IRA beneficiaries. You may be one. Trusts offer control from the grave and can be a smart choice, especially to protect beneficiaries who may be minors, have special needs or simply are not...