Aug 29, 2026
When you become eligible for Medicare, you may hear several similar-sounding terms: the “Welcome to Medicare” visit, the Annual Wellness Visit, and a routine physical exam. Although these appointments can all play a role in managing your health, they are not the...
Aug 27, 2026
By Sarah Brenner, JD Director of Retirement Education Question: Can I convert my traditional IRA to a Roth IRA even though I have no earned income for this year? Answer: While having earned income or taxable compensation is a requirement for making a tax-year...
Aug 27, 2026
Why Long-Term Care Deserves a Place in Your Financial Strategy Most people spend years preparing for retirement. They estimate how much income they may need, decide when to claim Social Security, review their investments, and think about Medicare. Yet one potentially...
Aug 26, 2026
By Ian Berger, JD IRA Analyst One of the most important features of Trump accounts is that they must be invested a certain way during the period before January 1 of the year the child turns age 18. (The IRS calls this the “growth period.”) The IRS recently issued...
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...
