Americans have mixed feelings about artificial intelligence (AI). Regardless, many Americans are using AI to make informed decisions when buying goods and services.

A few months ago, the IRS introduced a new Code Y for the reporting of qualified charitable distributions (QCDs) by IRA custodians on the 2025 Form 1099-R.

From 1980 through June 2025, the U.S. experienced 417 severe weather events that cost a billion dollars or more. The total cost of all these events combined was about $3.1 trillion.

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.

The IRS rollover rules are fraught with complexity. The rule with the most serious consequences is the “once-per-year” rule.

This is the time of year when tiny ghosts and goblins will ring doorbells and ask, “Trick or Treat?” Which of the following IRA strategies are “treats” and which are just “tricks?”

There is a branch of economic study called Narrative Economics, which postulates that viral stories (narratives) influence human behavior and move the economy.

When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced.

Most probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over to Roth IRAs. But this rollover opportunity comes with several restrictions.

Housing is expensive, but renting isn't cheap either.

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.

Don’t miss out on Roth IRA benefits by making mistakes when you take a distribution. Here are five steps for tax-free Roth IRA distributions.