IRA Blog

By Sarah Brenner, JD Director of Retirement Education QUESTION: I am age 84. My IRA beneficiaries are my two children (ages 52 and 56) and my grandchild (age 8). Who is...

By Sarah Brenner, JD Director of Retirement Education Excess IRA contributions happen frequently and for a variety of reasons. Maybe your income ended up being higher...

By Andy Ives, CFP®, AIF® IRA Analyst Although many IRA owners are required to take required minimum distributions (RMDs), much confusion remains as to how the RMD is...

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I have a question regarding joint health savings accounts (HSAs). What happens if an HSA is shared with a spouse who is...

By Ian Berger, JD IRA Analyst Many of you are probably aware of the 60-day rollover deadline and the once-per-year rollover rule. But there’s a third IRA rollover...

By Sarah Brenner, JD Director of Retirement Education The unfortunate reality for many Americans is that medical expenses will be a large part of their expected budget...

By Ian Berger, JD IRA Analyst QUESTION: I have a client who is age 52 and is being placed on hospice due to his battle with cancer. I understand that there is a...

By Andy Ives, CFP®, AIF® IRA Analyst IRA owners and retirement plan participants trip over the required minimum distribution (RMD) rules all the time. Bad advice is...

By Sarah Brenner, JD Director of Retirement Education QUESTION: Are there any penalties/consequences/tax issues if I move money from a Roth IRA to start a new Roth IRA...