Most people do not build their retirement strategy all at once. They accumulate different financial products and accounts throughout their lives. A 401(k) may come from a former employer. An IRA may be held somewhere else. Life insurance might have been purchased...
By Andy Ives, CFP®, AIF® IRA Analyst The foundational premise of a Roth IRA and a Roth 401(k) is the same – after-tax dollars go into the Roth account (either via contribution or conversion), and eligible earnings are tax-free. Pretty easy. But when it comes to...
By Ian Berger, JD IRA Analyst Recent IRS guidance confirms that any employer that wishes to make employer contributions to Trump accounts must comply with several administrative requirements. Especially for small employers, these requirements are likely to be...
When most people think about Medicare, they think about coverage for doctor visits, hospital stays, prescriptions, and medical treatment. But Medicare also provides access to a wide range of preventive services designed to help beneficiaries stay healthier and...
The S&P 500 forged a new all-time high as investors recalibrated interest-rate-hike expectations after an in-line print of the Consumer Price Index and a cooler-than-expected print of the Producer Price Index. The probability of a rate hike in September fell to...
