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Hello, everyone! I’m currently adjusting my retirement portfolio and have some questions about numbers and dates. I’d appreciate any insights...

When someone loses their job (or retires) after age 55, but before reaching 59.5, I know they access to their...

I hope someone knows the answer to this question and can point me to an article or regulation that answers...

By Andy Ives, CFP®, AIF®IRA Analyst QUESTION: Good afternoon, If a client passed this year with four adult children inheriting...

What I have already done: Moved almost all (99.9%) of the Roth portion of my 401k to my Roth IRA,...

The Double Taxation Debate

• Debating Double Taxation
• Ground Zero
• Changing Tides
• Pay-As-You-Go
• Statistics Tell the Story
• Crunching the Numbers
• High Times
• State of the Art

Executive Summary

About That Medicare Annual Enrollment Period

• AEP Basics
• Navigating the AEP
• Healthcare Choices and Long-Term Planning
• AEP Basics

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Ed Slott,

This is regarding a 401(k) that has an old beneficiary form on file. The old form lists the ex-wife as...

Client’s father passed away in 2015 and left IRA to step-mother through Marital Trust. Trust was a pass-through trust and...

When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard about the transaction. For example, some questions to consider: