If you have access to a 401(k) plan, you should certainly be taking advantage of it to build up your retirement nest egg. However, you may reach a point when you will want to consider other ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

A major focus of the event was Missouri’s MOST 529 Education Plan, which has been in operation for more than 25 years and ...

In a crowded field of candidates for mayor of New York City, there are two clear leaders in fundraising during the last ...

The IRS views interest on a savings account as earned income, whether it's $1 or $1,000. So, if you received interest on a ...

Making a last-minute contribution to an IRA before the 2024 tax filing deadline could reduce your 2023 tax bill. Be aware of the income limits associated with IRAs and Roth IRAs to see if you're ...

If you're looking to set aside money for your children or grandchildren, two great options to consider are 529 Plans and UTMA ...

Key Points ・The stock market has started 2025 down almost 5% YTD, which can be challenging for families starting college this ...

No, the maximum amount a 529 beneficiary can roll over in any particular year is the lesser of their earned income or the annual IRA contribution limit (which for 2025 is $7,000 for individuals under ...

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Responding to a recent call from a financial advisor in New Jersey, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client who has several 529 plans in different states ...