How Medicare Advantage In-Home Health Assessments Keep Seniors Healthier Today, Medicare Advantage delivers affordable, high-quality care to more than 33 million seniors and people with disabilities, with better health outcomes than Fee-for-Service Medicare (FFS). One...
Critically underprepared for retirement, 55-year-old Americans enter a crucial 10-year countdown to plan and prepare With just a decade until retirement, 55-year-old Americans have less than $50K in median retirement savings First modern generation confronting...
Sarah Brenner, JD Director of Retirement Education Question: When an IRA owner dies after their required beginning date, can an eligible designated beneficiary choose either the life expectancy option or the 10-year payout rule? Answer: If an IRA owner dies on or...
By Sarah Brenner, JD Director of Retirement Education It happens. You have made a 2023 contribution to the wrong type of IRA. All is not lost. That contribution can be recharacterized. While recharacterization of Roth IRA conversions was eliminated by the Tax...
By Andy Ives, CFP®, AIF® IRA Analyst When presenting a particular section of our training manual, I usually make the joke that, “if we were playing an acronym drinking game, we would all be on our way to a hangover.” The segment is titled: “Missed stretch IRA...
