By Sarah Brenner, JD Director of Retirement Education In just a few days, on July 4, Trump accounts will be available. As we come down to the wire, the IRS has stepped in to provide a safe harbor to address concerns about potential gift tax issues with contributions....
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to the rules governing specific workplace retirement plans like a 401(k), there are the foundational rules dictated by law, and there are “in-house rules” put into place by the plan itself. Plans can choose to be far...
Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer staples. Concerns about the return on investment from a massive capital-expenditure binge on artificial intelligence resurfaced. ...
When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of...
By Ian Berger, JD IRA Analyst The June 15, 2026 Slott Report described the strict barriers employees face when attempting to access their 401(k) and other plan funds while still working. One exception to those barriers is for hardship withdrawals. Plans are not...
