by Kenny | Oct 17, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst After Hurricanes Harvey, Irma and Maria in 2017, Congress passed special legislation allowing expanded access to retirement plan funds for individuals affected by those storms. Congress also previously enacted that sort of legislation... by Kenny | Oct 15, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst SIMPLE IRAs are popular retirement vehicles for small businesses. They are relatively cheap to adopt and are easy to understand and administer. However, that doesn’t mean problems do not arise. Routinely, we see issues involving... by Kenny | Oct 11, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Think about your retirement dreams and realities to set a savings goal for the future. By Rachel Hartman, Contributor IN THE PAST, saving $1 million for retirement was considered a benchmark to help you enter retirement comfortably. But times have changed, and that... by Kenny | Oct 11, 2018 | IRA BLOG
By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An... by Kenny | Oct 8, 2018 | IRA BLOG
By Jeremy T. Rodriguez, JD IRA Analyst Legal training is less about memorization and more about understanding how to break down complex problems. With that mind, I often suggest that people understand the law and not try to memorize it. Why was it enacted and what is...