By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a Roth IRA from my older sister who recently died. Can I do a conversion from the inherited IRA into the inherited Roth IRA? Daniel ANSWER: Daniel, Non-spouse...
Retirement planning is about more than reaching a particular savings goal. Even a substantial portfolio can face pressure from risks that are easy to underestimate—including market volatility, inflation, rising healthcare costs, and the possibility of living longer...
By Ian Berger, JD IRA Analyst A Slott Report article from April 20, 2026, reported that a number of states intended to tax Trump accounts less favorably than they are taxed under the federal tax code, and others were undecided about state tax treatment. Since then,...
As your 65th birthday approaches, you will have several important Medicare decisions to make. One of the biggest is choosing how you want to receive your Medicare benefits. Should you select Original Medicare, or would a Medicare Advantage plan better fit your needs?...
As your 65th birthday approaches, you will have several important Medicare decisions to make. One of the biggest is choosing how you want to receive your Medicare benefits. Should you select Original Medicare, or would a Medicare Advantage plan better fit your needs?...
