by Kenny | Sep 16, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Believe it or not, you still have some time if you are having second thoughts about that IRA contribution you made for 2025. Maybe you made a Roth IRA contribution and then discovered your income was too high....
by Kenny | Sep 15, 2026 | Weekly Newsletter
You may have a clear picture of retirement: more time with family, a few trips you have been putting off, and the freedom to spend your days doing what matters most. But a retirement plan also needs room for the things you cannot schedule. An unexpected home repair. A... by Kenny | Sep 14, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst In our August 31, 2026, Slott Report entry, we offered a list of situations where Roth conversion could make sense. In that article, we also said that a Roth conversion is not for everyone. Conversion is NOT a universally...
by Kenny | Sep 13, 2026 | Uncategorized
US equity markets fell in the holiday-shortened week as oil prices surpassed $100 a barrel, raising inflation concerns and pushing interest rates higher. Additionally, elevated inflation data announced during the week increased the likelihood that the Federal Reserve... by Kenny | Sep 10, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a Roth IRA from my older sister who recently died. Can I do a conversion from the inherited IRA into the inherited Roth IRA? Daniel ANSWER: Daniel, Non-spouse...
