As the Medicare Annual Enrollment Period approaches, many beneficiaries assume their current plan will remain the best option for the coming year. Unfortunately, Medicare plans, provider networks, prescription drug formularies, and costs can change annually. Taking...
By Sarah Brenner, JD Director of Retirement Education Question: Hello, Last December 15, I withdrew $10,000 from my traditional IRA. Thirty days later, I deposited $4,000 in a Roth IRA and $6,000 in a different traditional IRA. Can I treat the $4,000 Roth IRA...
For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout...
By Ian Berger, JD IRA Analyst Some of you may have come across the term “modified adjusted gross income” (MAGI) and figured it has something to do with “adjusted gross income” (AGI). But, unless you’re a tax geek, that may be all you know. That’s a shame...
Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current ceasefire agreement. However, the negotiations between the two parties were described as “clear as mud”...
