Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Financial Planning ArticlesThe first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision allows student loan payments made by…
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option -- Read More
How Are 401(k) Plan Participants Investing Their Money?
Financial Planning ArticlesSince the late 1990s, plans have evolved substantially, and most participants can now choose from a diverse variety of investments.
How Are 401(k) Plan Participants Investing Their Money? -- Read More
Building Financial Resilience
Financial Planning ArticlesInflation, roller-coaster markets, global events, and life circumstances can test anyone's fortitude
International Investing: Opportunity Overseas?
Financial Planning ArticlesFor the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession.
Weighing the Pros and Cons of an IRA Rollover
Ready To RetireDiscover what the top five reasons for rolling over an IRA.
Considerations When Making Gifts to Children
Financial Planning ArticlesThere are a variety of ways to make transfers to children that are not treated as taxable gifts.
Four Points to Consider When Setting a Retirement Income Goal
Ready To RetireNo matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations…
Four Points to Consider When Setting a Retirement Income Goal -- Read More
Quiz: Can You Answer These Social Security Benefit Questions?
Ready To RetireHow much do you know about Social Security benefits? Take this quiz to learn more.
Quiz: Can You Answer These Social Security Benefit Questions? -- Read More
On the Road to Retirement, Beware of These Five Risks
Ready To RetireOn your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement…
On the Road to Retirement, Beware of These Five Risks -- Read More
If I'm covered by Medicare, should I have additional health insurance?
Ready To RetireIt's often wise to purchase health insurance to supplement your medicare coverage, because Medicare generally won't cover all of your medical expenses
If I'm covered by Medicare, should I have additional health insurance? -- Read More
Investing in Bonds
Financial Planning ArticlesBonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios.