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
The last thing you want is to get hit with a giant tax bill when you’re transitioning into retirement. Learning about the tax advantages of a Roth IRA now can help you build your retirement plan for the future. CLICK ON THE HEADLINE FOR MORE
if you’re really savvy about your finances, you’ll make moves that take into account your future tax liabilities and to boost your refund from Uncle Sam next spring as well as years to come. CLICK ON THE HEADLINE FOR MORE
It may sound too good to be true, but the Saver’s Credit has been around for almost a decade and has allowed many people to earn a tax break while boosting their retirement savings. CLICK ON THE HEADLINE FOR MORE
Dealing with money doesn’t have to be scary. Just in time for Halloween, a financial instructor from the Retirement Education Foundation shares five savings tricks to treat yourself this spooky season. CLICK ON THE HEADLINE FOR MORE
We Americans love choices and retirement is no different. As we head into unchartered waters, it’s clear that our tax choices in building our retirement are the most important. CLICK ON THE HEADLINE FOR MORE
If you have a 401(k) plan, you may be feeling euphoria with the stock market booming. But there are some questions you should ask yourself about what to do with the money. FOR SOME ADVICE FROM A FINANCIAL EXPERT, CLICK ON THE HEADLINE
While many college graduates may be concerned primarily about paying off loans, many don’t think about investing. On how parents can play a part in a graduate’s future in investing and saving, CLICK ON THE HEADLINE
Once the calendar flips to 2016, you have few ways to trim your tax bill. So to avoid unnecessary pain next April, use the rest of 2015 wisely by getting your ducks in a row before year’s end. CLICK ON THE HEADLINE FOR MORE