by Kenny | Jun 25, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Can required minimum distributions (RMDs) from 403(b) plans be aggregated and taken from one account? Answer: Yes, it is allowed to aggregate RMDs from multiple 403(b) plans and take the total from one of...
by Kenny | Jun 24, 2026 | IRA Blog
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...
by Kenny | Jun 22, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education On July 4, contributions to Trump accounts, a new savings vehicle for children, will become available. In these final days before their launch, we have been getting questions from parents about exactly what they...
by Kenny | Jun 21, 2026 | Uncategorized
Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new all-time highs. The signing of a memorandum of understanding between the US and Iran extended the...
by Kenny | Jun 18, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is not working. Can she roll over the 529 dollars to a Roth IRA? Does she need earned income? Can you do it as a spousal Roth contribution? Thanks, Mary ANSWER: Mary,...
