Title: Section 126 Amends Tax Code to Allow Tax and Penalty-Free Rollovers from 529 Accounts to Roth IRAs If you’re a parent or student saving for higher education expenses, you may have concerns about leftover funds being trapped in a 529 account if not used...
SECURE Act 2.0, which was recently passed, has been hailed as a way to help Americans get their retirement savings back on track. However, some of the provisions within the Act are particularly beneficial to wealthier clients. Here are four exciting aspects of the...
There’s no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the...
You might be considering taking out a loan from your 401k. But before you do, you should know the rules and weigh the risks against the benefits. Because not knowing the rules and understanding the risks might hurt you and your retirement in the long-term. Consider...
Wouldn’t it be great if there was one simple thing you could do to help you better prepare for retirement and make you feel more confident about your prospects for financial security at the same time? Well, there is: Put your retirement plan in writing. Read...
Was your 401(k) plan (403(b) and TSP) your introduction to investing in stocks, bonds and money markets? This is the case for many people. However, what you may not have realized is that this savings vehicle is the most important account you will ever have! Often...
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