by Kenny | Aug 13, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst QUESTION: Does each conversion from a traditional IRA to a Roth IRA require a five-year holding period? I have made several conversions and know that taxes are due when conversions are done. But how long must each conversion remain in the...
by Kenny | Aug 12, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The SECURE Act, the SECURE 2.0 Act, and subsequent regulations have brought us a complex set of rules for IRA beneficiaries, including trusts. Only individuals who are named on the IRA beneficiary form (or named...
by Kenny | Aug 10, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Anyone with a traditional IRA can do a Roth conversion. As long as the funds are eligible to be rolled over, they can be converted. With a Roth conversion, traditional IRA funds are moved into a Roth IRA. This movement of funds is...
by Kenny | Aug 8, 2026 | Weekly Market Commentary
Giddy up! US equity markets ripped higher in the first week of August as 2nd quarter earnings continued to impress. According to FactSet, 88% of the S&P 500 have reported earnings, of which 86% have beaten Earnings Per Share estimates, while Earnings Per Share...
by Kenny | Aug 6, 2026 | Weekly Newsletter
As retirement approaches, one question becomes increasingly important: How do you continue growing your retirement savings while protecting what you’ve worked so hard to build? For many Americans, market volatility has made that decision more challenging than...
