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
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
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
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
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