Oct 22, 2026
Building financial security takes years of effort. You save, manage expenses, pay down debt, and make decisions with the future in mind. Each step helps create more options for yourself and the people you love. But there is another question worth asking: How would...
Oct 21, 2026
By Ian Berger, JD IRA Analyst Many of you are probably aware of the 60-day rollover deadline and the once-per-year rollover rule. But there’s a third IRA rollover restriction you may be less familiar with: the “same-property rule.” The same-property rule is the Rodney...
Oct 19, 2026
By Sarah Brenner, JD Director of Retirement Education The unfortunate reality for many Americans is that medical expenses will be a large part of their expected budget in retirement years. Health Savings Accounts (HSA), which continue to grow both in numbers and in...
Oct 18, 2026
It was a chaotic week on Wall Street as investors tried to interpret mixed Q3 financial results, a spike in oil prices, sharp swings in yields across the curve, hotter-than-expected inflation data, dovish tones from central bankers, and renewed concerns about the AI...
Oct 16, 2026
By Ian Berger, JD IRA Analyst QUESTION: I have a client who is age 52 and is being placed on hospice due to his battle with cancer. I understand that there is a provision in the SECURE 2.0 Act that allows individuals to withdraw from their IRAs prematurely without the...
