by Kenny | Jun 12, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst A time machine would be cool to have. Even if it only worked on financial assets, it sure would come in handy. One might jump into the future and see if an investment paid off, or you could look around to see where the smart money... by Kenny | Jun 10, 2019 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule is the formula used to determine how much of a distribution is taxable when an IRA account consists of both pre-tax and after-tax (basis) dollars. The rule requires that all SEP, SIMPLE, and traditional IRAs be... by Kenny | Jun 6, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst Question: I am a financial advisor and want to be clear on something. If a client has a SIMPLE IRA that they are contributing to and have an IRA and are 70.5, can they aggregate the distributions for both and remove from the IRA? Wanda... by Kenny | Jun 5, 2019 | IRA BLOG
By Sarah Brenner, JD IRA Analyst When it comes time to calculate your required minimum distribution (RMD) from your IRA, you may wonder which life expectancy table to use. Last updated by the IRS back in 2002, there are three possible tables for IRA owners and... by Kenny | Jun 5, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement...