By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) continue to become more popular. If you have a qualifying high deductible health plan, you may make deductible contributions to an HSA. Then, you can take tax-free...
-Darren Leavitt, CFA US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation prints, coupled with solid retail sales and hawkish comments from Federal Reserve Chairman J. Powell,...
Downsizing for retirement is a good way to simplify your life and cut down on expenses. Making some key changes, like moving into a smaller home, could reduce financial strain and improve your quality of life. It could also give you room to grow in new, unexpected...
By Andy Ives, CFP®, AIF® IRA Analyst Roth IRA conversions remain as popular as ever. However, based on some recent questions we’ve received, it is apparent that folks don’t fully understand all the nuances of this transaction. Here are some of the basic...
By Ian Berger, JD IRA Analyst The get-out-of-jail card that has allowed many IRA and plan beneficiaries to forego annual required minimum distributions (RMDs) is about to expire. Here’s some background: In its 2022 proposed regulations, the IRS took the...
