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A practical guide to money market funds, FDIC-insured accounts, and stable-value products inside college savings plans.
Tuition bills are arriving, but tapping into your 529 plan isn't as simple as hitting "withdraw." These expert-backed ...
If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...
Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.
Even if you plan to cover tuition out of pocket, it often makes sense to contribute to a 529 plan. These accounts offer tax-free growth and withdrawals for qualified education expenses. In some states ...
Eligible minors can collect Social Security benefits based on their parents' work records but it's subject to many rules. Find out if your child qualifies.
If you have kids, it is never too early to start thinking about how you will pay for college. A 529 account can help you jump ...
While this sell system is designed to preserve the growth portion of a portfolio, it comes with a downside: Money can be ...
Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.
Take Fidelity Investments, which administers many of the nation’s 401 (k) holdings. A company statement explains that most plans—though not all—have the distribution rules outlined in documents such ...
The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...