Smart tax planning isn’t just about meeting deadlines — it’s about making your money last longer and work harder for you and the people you love.

The rules for required minimum distributions (RMDs) can be complicated and, under the law, the responsibility to get it right rests with the IRA owner.

Starting January 28, 2026, the TSP, a 401(k)-like retirement savings plan for federal civilian employees and uniformed services members, will also begin offering in-plan conversions.

The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2026, and many of the dollar limits will increase next year.

The year 2025 has been a turbulent time for the economy; the result is that more and more retirement account funds are on the move.

At CRA, we’re proud that Chris Cordoba is a member of Ed Slott’s Master Elite IRA Advisor Group℠ — a distinction earned by only a select group of advisors nationwide.

Think your IRA is all yours? Think again. It’s actually a joint account with Uncle Sam—and one wrong move could cost you thousands in unnecessary taxes.

If you are thinking about doing a qualified charitable distribution (QCD) for 2025, time is running out.

For those who are fortunate enough to have access to multiple retirement plans, the ability to put away a significant amount of money is there…if the cards are played right.

If you are using the “still-working exception” to defer required minimum distributions (RMDs) from your 401(k) (or other company plan), you may want to delay your retirement into 2026.

The One Big Beautiful Bill Act (OBBBA) brings new considerations, especially for Roth conversion planning.

As a recent case shows, for ERISA plans, there is one rule that trumps the beneficiary designation form: The spousal beneficiary rule.