IRA Blog

By Ian Berger, JD IRA Analyst Question: Can I roll over my pre-tax 401(k) funds to a traditional IRA and my Roth 401(k) funds to a Roth IRA? I am concerned about the...

By Sarah Brenner, JD Director of Retirement Education Hurricane season is upon us. Wildfires are raging in the West, and many states are dealing with flooding from...

By Sarah Brenner, JD Director of Retirement Education Question: Can I convert my traditional IRA to a Roth IRA even though I have no earned income for this year?...

By Ian Berger, JD IRA Analyst One of the most important features of Trump accounts is that they must be invested a certain way during the period before January 1 of the...

By Sarah Brenner, JD Director of Retirement Education Naming a trust as your IRA beneficiary can help you meet important estate planning goals. However, if you are...

Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a Roth IRA from a sister who was one year younger than me. If I choose to stretch distributions over my life...

By Andy Ives, CFP®, AIF® IRA Analyst The foundational premise of a Roth IRA and a Roth 401(k) is the same – after-tax dollars go into the Roth account (either via...

By Ian Berger, JD IRA Analyst Recent IRS guidance confirms that any employer that wishes to make employer contributions to Trump accounts must comply with several...

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...