by Kenny | Aug 5, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst How well are your retirement plan account funds protected from creditors? The answer depends on which kind of creditors you are worried about. There are two types of creditors that might be coming after your retirement savings. The first... by Kenny | Aug 3, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education If you have compensation (or “earned income”), you can always contribute to a traditional IRA, but your traditional IRA contribution may not always be deductible. (Roth IRA contributions are never deductible.) One...
by Kenny | Aug 2, 2026 | Uncategorized
It was an extremely busy week on Wall Street, with investors having to assess increased geopolitical tensions in the Middle East alongside a deluge of corporate 2nd-quarter earnings results, several central bank monetary policy decisions, and a full economic... by Kenny | Jul 30, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: You recently posted an article about the “still-working exception.” Does this apply to solo 401(k) plans? Thanks, Birdie ANSWER: Birdie, The still-working exception allows participants in certain workplace retirement... by Kenny | Jul 29, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst These days, anything with a hint of politics can be divisive. Trump accounts are no different. Public comments about this new savings vehicle are clearly rooted in the political divide that permeates our country. We are all sick up...
