by Kenny | Feb 26, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: What’s your opinion of the value of Trump Accounts? Worth it for kids? Should the child do a Roth conversion at age 18? Or is it better just to do a Uniform Transfers to Minors Act (UTMA) account? Or perhaps a mix...
by Kenny | Feb 25, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a reminder, Trump Accounts are tax-deferred savings accounts for children. They were established by Congress...
by Kenny | Feb 23, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The tax season is upon us. This is the time when many people consider contributing to a retirement account. You may be interested in the Roth IRA, which offers the promise of tax-free withdrawals in...
by Kenny | Feb 22, 2026 | Uncategorized
The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs. The start of the Chinese Lunar New Year and Ramadan tempered international trading volumes. The tail end of Q4 earnings continued to show...
by Kenny | Feb 19, 2026 | Weekly Newsletter
Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because income needs, taxes, risk tolerance, health care costs, and family priorities are never identical. A personalized...
