Aug 12, 2026
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...
Aug 10, 2026
When most people think about Medicare, they focus on health insurance coverage for doctor visits, hospital stays, and prescription medications. What often gets overlooked is one of Medicare’s most valuable features: preventive care. Original Medicare covers a...Aug 10, 2026
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...
Aug 8, 2026
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...
Aug 6, 2026
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...
