Tag Archive for: 529 savings plan

A Tax Planning Roadmap For Four Life Events

While taxes may not be on your mind while experiencing big life events such as marriage, buying a house, having children, and divorce, all four can impact tax planning by changing income, tax filing status and eligibility for various tax breaks.

Secure 2.0 Act: Americans Will Be Able To Make Tax-Free Transfers Of 529 Plan Funds To Roth IRAs

Beginning in 2024, the Secure 2.0 Act will allow people to make tax- and penalty-free rollovers from 529 plans into a Roth IRA. To qualify for the transfer, the 529 plan must have been open for at least 15 years. CLICK ON THE HEADLINE FOR MORE

14 Money Moves You Will Be Thankful For

November is not only the perfect time to give thanks for all that is good in life and embrace gratitude ahead of the holiday season, it's also a great time to take action to improve your financial situation. CLICK ON THE HEADLINE FOR MORE

Nervous About Paying for College? Here’s Help

It’s no wonder many parents and teens are frazzled about how to pay for college with today's average tuition cost. FOR HELP TO UNRAVEL NERVES, CLICK ON THE HEADLINE

10 Ways To End 2016 On A Financial High Note

To end 2016 on a financial upswing, these money moves can help reduce your tax bill, fast-track your financial goals and boost your retirement savings. CLICK ON THE HEADLINE FOR MORE

529 Plans: The Best-Kept College-Savings Secret

Despite the rising cost of tuition, a recent survey found that 66% of Americans do not know what a 529 plan is. CLICK ON THE HEADLINE FOR MORE