Eric Roberge, a financial advisor, weighs the benefits of Trump Accounts against flexible alternatives like 529 plans and taxable investment accounts.
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Ask an advisor: I'm 43 with $315K in an IRA, $90K in a Roth and maxing my 401(k). Is retirement at 57 realistic?
I am a 43-year-old divorced father. I have $315,000 in a traditional individual retirement account (IRA), $90,000 in a Roth ...
President Donald Trump touted "Trump Accounts" in his 2026 State of the Union address. However, they may not be all they seem ...
Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible ...
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How to pay for college
Want to go to college but don’t how to pay for it? Our guide includes 11 tried-and-true strategies to get you on the right ...
Families concerned about paying for college and tackling postgraduation student debt may have more options than they realize. The rules governing how 529 college savings plans can be used have ...
Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. When most people hear “529 plan,” they immediately think of ...
A woman who used a 529 college savings plan to pay for her undergrad and graduate education says she was blindsided when her parents recently demanded she pay them back the full $114,000, money she ...
529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...
NEW YORK — The education savings plans known as 529s are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You ...
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