by Kenny | Oct 11, 2026
U.S. financial markets logged weekly gains as Wall Street shook off tech sector volatility and focused on stabilizing energy prices. Despite severe global bond market pressure, the S&P 500 rose 1.15% and hit an all-time high this week; the Dow Jones Industrial... by Kenny | Oct 9, 2026
By Sarah Brenner, JD Director of Retirement Education QUESTION: Are there any penalties/consequences/tax issues if I move money from a Roth IRA to start a new Roth IRA at another company? Thanks, Ramona ANSWER: Hi Ramona, Roth IRA funds are portable. There are no...
by Kenny | Oct 9, 2026
Life rarely changes all at once. A new job brings a different benefits package. A growing family adds responsibilities. Retirement moves a little closer. Everyday expenses gradually take up more of the budget. Individually, these changes may seem manageable. Together,... by Kenny | Oct 8, 2026
By Sarah Brenner, JD Director of Retirement Education With the cost of food, energy, healthcare and other basics on the rise, many Americans are facing a cash crunch. For some, their IRA is their largest asset. Therefore, it is not surprising that they may be looking... by Kenny | Oct 5, 2026
By Andy Ives, CFP®, AIF® IRA Analyst The 72(t) rules (“series of substantially equal periodic payments”) allow a person to tap retirement dollars before age 59½ without a 10% early distribution penalty. However, to gain early access to the funds, the IRA owner must... 
