Wondering what to do with the cash locked away in your 529 plan? You may not be alone. As of June 2024 (the most recently available data), there were 16.8 million active 529 college savings plan ...

A Roth IRA is one of the best ways to save for retirement, but it can also be used to save for college. A Roth IRA is one of the best ways to invest for retirement, since the money inside it grows tax ...

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 ...

Bite the tax bullet when your tax liability is likely to be at its lowest. Just don't forget to invest as much of any tax savings as you can when you can. The premise seems compelling enough. Forego a ...

Whether you opened a Roth IRA years ago or have had your eye on one, you probably have a sense of what a great investment vehicle it is. A Roth IRA allows you to contribute money you've already paid ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

Get any of our free daily email newsletters — news headlines, opinion, e-edition, obituaries and more. 529 education savings plans are powerful tools to help pay for the mounting costs of an education ...