Can you repay an IRA withdrawal with a rollover from another distribution? If I make a withdraw from my IRA as an early distribution, can I repay the withdrawal from an ESOP distribution that is getting rolled over to the IRA?…
Let’s say I have 100k in 403b from an old job. Everything that I’m seeing online says 403b are inferior due to high fees and limited investment options.…
A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and savers must protect their own backs.
From the inbox: Jeremy, I remember that you aren’t a big fan of 529s. But now that you can move excess 529 funds into a Roth IRA (thanks to Secure Act 2.0) … now, surely, you must LOVE them! Right? Actually…. no.…
