Jun 3, 2026
By Ian Berger, JD IRA Analyst Some of you may have come across the term “modified adjusted gross income” (MAGI) and figured it has something to do with “adjusted gross income” (AGI). But, unless you’re a tax geek, that may be all you know. That’s a shame...
Jun 2, 2026
Global equity markets rallied in May and received a final boost in the final week of the month on optimism that the US and Iran were close to extending the current ceasefire agreement. However, the negotiations between the two parties were described as “clear as mud”...
Jun 1, 2026
The kitchen is often called the heart of the home—and for good reason. It’s where families gather, meals are shared, and memories are made. As one of the most frequently used spaces in any house, a well-designed kitchen can dramatically improve both daily living...Jun 1, 2026
By Sarah Brenner, JD Director of Retirement Education If you are under age 59½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds. Not understanding how the rule...May 28, 2026
By Sarah Brenner, JD Director of Retirement Education Question: I have a new client who has an old SEP IRA as well as a traditional IRA with funds that were rolled over from his 401(k) plan. Can we combine these two accounts? Answer: Yes. These accounts can be...
