by Kenny | Jul 13, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The SECURE Act of 2019 changed many rules for inherited IRAs. However, it left intact the rules for non-living (non-person) beneficiaries, such as an estate. For these non-designated beneficiaries (NDBs), the same...
by Kenny | Jul 12, 2026 | Weekly Market Commentary
US markets finished the week mixed in volatile trade. The rotation from technology into other parts of the market reversed this week, as leadership from mega-cap tech names and semiconductors powered the market higher. News that China would allow the purchase of...
by Kenny | Jul 9, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I just wanted to verify that a 403(b) plan is not subject to the pro-rata rule when doing a Roth IRA conversion. Can you please let me know if this is correct? Thanks! Lynn ANSWER: Lynn, You are correct. When doing a Roth...
by Kenny | Jul 9, 2026 | Weekly Newsletter
Retirement isn’t built on luck—it’s built on preparation. While investment performance, insurance coverage, and market conditions all play important roles, one factor often has the greatest impact on long-term success: having a comprehensive financial plan....
by Kenny | Jul 8, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst From its onset, I have been a fan of the concept of Trump accounts. Created by the One Big Beautiful Bill Act (OBBBA), this new savings vehicle for children is now up and running as of July 4, 2026. At their core, Trump accounts...
