Apr 25, 2025
Key Points Your Initial Enrollment Period (IEP) is a seven-month window surrounding your 65th birthday, allowing you to enroll in Medicare Parts A and B. Your Medicare start date depends on when you enroll; if you sign up in the three months before your birthday,...
Apr 24, 2025
Retirement is a time to enjoy your golden years and live life to the fullest. But in order to do that, it’s important to start planning early. Retirement savings can be a complex topic, but there are a few key things to keep in mind to get started. 1. Start...
Apr 24, 2025
By Ian Berger, JD IRA Analyst Question: At age 71, I’m not yet subject to required minimum distributions (RMDs) from my IRA or workplace retirement accounts. However, I am required to take annual RMDs from a pre-2020 inherited IRA and a pre-2020 inherited Roth IRA....
Apr 23, 2025
By Sarah Brenner, JD Director of Retirement Education With the popularity of Roth 401(k) contributions, after-tax (non-Roth) employee contributions have gotten short shrift. But, if your plan offers them, after-tax contributions are worth considering. They can...
Apr 21, 2025
By Sarah Brenner, JD Director of Retirement Education The April 15 tax-filing deadline has come and gone. However, for some 2024 retirement account planning strategies, it’s not too late! There is still time beyond the April 15 deadline. Here are three...
