With strict rules and limited tax benefits, Trump accounts aren’t right for every family—particularly if they’ re not ...
If you have a predictable deadline for your big savings goal, like your wedding in two years, you can choose a CD with a term ...
A new Morningstar assessment of 529 college savings plans has spotlighted five state-sponsored programs for their exceptional stewardship and investment quality, while industry assets continue to ...
Explore tax-advantaged accounts to reduce your tax burden and grow savings. Learn the benefits of IRAs, 401(k)s, Roth IRAs, and more for a smarter financial future.
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Oversaved in a 529? Here's what to do
Imagine you’re a diligent parent who, haunted by your own student debt, maxes out a 529 college savings plan for your kids every year to afford a pricey private college. Then life veers off script: ...
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I overfunded my kids’ 529 plan — now I’m facing a punishing 10% penalty. Why I’d save less if I could go back
Imagine you’re a diligent parent who, haunted by your own student debt, maxes out a 529 college savings plan for your kids every year to afford a pricey private college. Then life veers off script: ...
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