IRA Blog

  Ian Berger, JD IRA Analyst Question: Does a non-spouse eligible designated beneficiary (EDB) have to pay taxes on required minimum distributions (RMDs) either at...

By Andy Ives, CFP®, AIF® IRA Analyst It’s a new year, and the slate is wiped clean. Here we go again! While we are only one week into 2026, there are some important IRA...

By Ian Berger, JD IRA Analyst Since 2010, participants in certain private sector 401(k) plans have been able to boost their Roth retirement savings by doing an “in-plan...

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit...

  By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it...

  By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit,...

By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means...

  By Sarah Brenner, JD Director of Retirement Education Question: If a grandchild, age 30, inherits IRA assets from her grandparent, age 92, and has to take...

  By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are...