Aug 24, 2026
By Sarah Brenner, JD Director of Retirement Education Naming a trust as your IRA beneficiary can help you meet important estate planning goals. However, if you are considering this, you should proceed with caution. Here are four common mistakes with IRA trusts you...
Aug 23, 2026
US equity markets took a step back last week in what turned out to be a very busy week. Increased yields on the long end of the curve prompted Treasury Secretary Scott Bessent to double buybacks of 10- to 30-year US Treasuries in an effort to temper the rise in...
Aug 21, 2026
Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions, finances or lifestyle change. Unfortunately, many people...
Aug 21, 2026
Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions, finances or lifestyle change. Unfortunately, many people...
Aug 20, 2026
Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a Roth IRA from a sister who was one year younger than me. If I choose to stretch distributions over my life expectancy, which chart do I use, and whose age do I use for the first required minimum distribution...
