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The IRS has extended the deadline to make certain amendments for IRAs, SEP arrangements, and SIMPLE IRA plans to December 31, 2027. The extension was announced in IRS Notice 2026-9, which provides additional time for amending retirement arrangements to comply with the SECURE 2.0 Act of 2022. Under the notice,…

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What is one of the first things we ask people when we meet them? “What do you do?” If the response is, “I am retired,” it is often a conversation killer. It’s understandable – none our definitions of “to retire” are particularly inspiring. To “withdraw from a particular place to…

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