by Kenny | Jul 2, 2025 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education When retirement account funds are on the move, things do not always go as planned. The best way to move these funds is to do so directly, but that may not always be possible. It is very common for money to be moved... by Kenny | Jun 30, 2025 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax) funds, then each dollar withdrawn (or converted) from the IRA will contain a percentage of tax-free and taxable funds... by Kenny | Jun 26, 2025 | IRA Blog
By Ian Berger, JD IRA Analyst Question: I am over age 59½ and have had a Roth IRA account for more than 5 years. Starting in 2025, I designated all of my contributions into my employer’s 401(k) plan as Roth contributions. If I decide to retire before I have met the...