by Kenny | Jul 18, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: I read your November 29, 2017 explanation of rollovers and the time limitations. But my issue is still unclear to me. In December 2018, my husband made a transfer from his 401(k) to an IRA to a Roth IRA. We intended to do the... by Kenny | Jul 17, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if... by Kenny | Jul 17, 2019 | IRA BLOG
By Ian Berger, JD IRA Analyst Many of you who participate in a company retirement plan may have heard that the plan is “qualified” or “tax-qualified.” That sounds reassuring, but what exactly does it mean? In other words, what qualifies a qualified plan to be... by Kenny | Jul 15, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst Roth IRAs and Roth 401(k) plans are incredibly popular, and why wouldn’t they be? Both offer tax-free earnings and allow the account owner to pass tax-free dollars to their beneficiaries. However, despite the ubiquity of Roth... by Kenny | Jul 11, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: I have read your updates and shared information regarding the SECURE bill that is in the Senate currently. The information discusses the non-spouse beneficiaries of IRAs will need to take distributions over 10 years as a...