by Kenny | Jun 4, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Last December 15, I withdrew $10,000 from my traditional IRA. Thirty days later, I deposited $4,000 in a Roth IRA and $6,000 in a different traditional IRA. Can I treat the $4,000 Roth IRA...
by Kenny | Jun 4, 2026 | Weekly Newsletter
For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout... by Kenny | Jun 3, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst Some of you may have come across the term “modified adjusted gross income” (MAGI) and figured it has something to do with “adjusted gross income” (AGI). But, unless you’re a tax geek, that may be all you know. That’s a shame...
by Kenny | Jun 2, 2026 | Uncategorized
Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current ceasefire agreement. However, the negotiations between the two parties were described as “clear as mud”... by Kenny | Jun 1, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education If you are under age 59½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds. Not understanding how the rule...
