
5 Big Changes to Roth Accounts in Secure Act 2.0
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
With the average cost of college nearing $33,000 per year, few parents have concerns about saving too much for their kids’ college. But that doesn’t
Couples with strong cash flows may be eager to start planning for the future. With extra cash laying around, some investors may decide to start
Updated for 2023. Should you use a 529 plan to pay for private school? The 2017 tax reform legislation included sweeping changes to our tax
Section 2: Understanding 529 Plans: Key Terminology Understanding the terminology is a key component to developing a college savings and investment plan. The terms are defined
Qualified tuition programs (also called QTPs and 529 plans) are actually quite straightforward by themselves. Plans typically offer simple investment choices such an age-based asset
Section 5: Common 529 Mistakes It is difficult to execute a “perfect” college planning strategy as there are often so many unknowns. However, it is
Section 4: Strategies to Save for College Even high-income families are concerned about paying for college. Even if funding isn’t a big issue, what is the
Whether celebrating the arrival of a new nephew or a granddaughter’s first birthday, relatives (and friends) are often looking for meaningful gifts for their loved