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OBBBA: No IRA Changes, but More Roth Conversions?

By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about the “One Big Beautiful Bill Act of 2025” (OBBBA), enacted on July 4. There is no “SECURE 3.0” in this...

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How Company Plan Loans Work

By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...

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Pro Rata, Not “Double Tax”

By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax) funds, then each dollar withdrawn (or converted) from the IRA will contain a percentage of tax-free and taxable funds...

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Double Your Pleasure – The 457(b) 2x Catch-Up

  By Ian Berger, JD IRA Analyst If you’re in a 457(b) plan and are nearing retirement, you may want to consider an often-overlooked rule that could allow you to defer twice the usual annual elective deferral limit (for 2025, $23,000 x 2 = $47,000) in the three...

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Moving Your Roth Account

  By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or persons seeking better investment opportunities in volatile markets, retirement account funds are on the move more than...

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Find a Kenney Insurance Services Location

The place to build your future is right down the road.

Jupiter, Florida

601 Heritage Dr, Suite 444
Jupiter, Fl 33458
 Office:  317-459-8634
 Cell: 561-329-2650
  Mike@KenneyInsuranceServices.com

Collegeville, Pennsylvania

409 2nd Ave, Suite 304
Collegeville, PA 19426
 Office:  317-459-8634
 Cell: 561-329-2650
  Mike@KenneyInsuranceServices.com

Warrington, Pennsylvania

1243 Easton Road
Warrington, PA 18976
 Office:  317-459-8634
 Cell: 561-329-2650
  Mike@KenneyInsuranceServices.com