FINRA Warns About Generative AI
People’s investments can be threatened by bad actors using Gen AI to improperly access investment accounts or fraudulently open up new accounts.
IRS Offers Assistance for Doing Taxes
The IRS offers Free File Guided Tax Software, tax assistance for lower- and middle-income individuals, and help for those who are 60 years old or older.
Did You LOSE a 401(k)? New Resource Will Help You Find It
The Retirement Savings Lost & Found Database is now available for use. It provides a new pathway for finding retirement money that might have been “lost” during your working career.
It’s That Time of Year Again: Resolutions
Can achievable New Year’s resolutions work with financial matters? Could they help allay financial stress, anxiety or insecurity?
Overfunded 529 Plan? Consider a Roth IRA Rollover
A new law effective in 2024 permits 529 money to be rolled into a Roth IRA. However, there are rules and limits to consider.
Additional Thoughts About QCDs
In order to understand why QCDs might be a reality in most older IRA owners’ lives, consider this simple premise: Do you want to donate to charity? Do you have an IRA in RMD phase?