Feb 14, 2025
Key lessons learned from the 2025 Medicare Annual Enrollment Period (AEP); plus actionable strategies for Medicare Advantage plans looking to improve member experience and reduce costs. 2025 is set to be a pivotal year for Medicare plans nationwide. As the market...
Feb 13, 2025
Inflation, uncertain markets and a limited Social Security COLA are among the financial hurdles for retirees in 2025. Key Takeaways High interest rates may complicate investment decisions for retirees. Social Security recipients are getting a 2.5% raise, which may lag...
Feb 13, 2025
By Sarah Brenner, JD Director of Retirement Education Question: I just inherited an IRA from my sister. She died at age 74 and I am age 78. Am I required to use the 10-year rule, or can I stretch distributions from the inherited account over my life expectancy? I am...
Feb 12, 2025
By Andy Ives, CFP®, AIF® IRA Analyst On January 21, Ichiro Suzuki was elected to Major League Baseball’s Hall of Fame by the Baseball Writers Association of America. It takes 75% of the writer’s support to gain entry, and Ichiro was chosen on 393 out of 394 ballots....
Feb 11, 2025
By Ian Berger, JD IRA Analyst Here’s one question that keeps coming up: If I retire in the year when I turn 73 (or older) and want to directly roll over my 401(k) funds to an IRA, do I have to first take a required minimum distribution (RMD) from my 401(k)?...
