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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

Financial Planning Articles

The 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?

How Are 401(k) Plan Participants Investing Their Money?

Financial Planning Articles

Since 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

Building Financial Resilience

Financial Planning Articles

Inflation, roller-coaster markets, global events, and life circumstances can test anyone's fortitude

Building Financial Resilience -- Read More

International Investing: Opportunity Overseas?

International Investing: Opportunity Overseas?

Financial Planning Articles

For 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.

International Investing: Opportunity Overseas? -- Read More

Weighing the Pros and Cons of an IRA Rollover

Weighing the Pros and Cons of an IRA Rollover

Ready To Retire

Discover what the top five reasons for rolling over an IRA.

Weighing the Pros and Cons of an IRA Rollover -- Read More

Considerations When Making Gifts to Children

Considerations When Making Gifts to Children

Financial Planning Articles

There are a variety of ways to make transfers to children that are not treated as taxable gifts.

Considerations When Making Gifts to Children -- Read More

Four Points to Consider When Setting a Retirement Income Goal

Four Points to Consider When Setting a Retirement Income Goal

Ready To Retire

No 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?

Quiz: Can You Answer These Social Security Benefit Questions?

Ready To Retire

How 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

On the Road to Retirement, Beware of These Five Risks

Ready To Retire

On 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?

If I'm covered by Medicare, should I have additional health insurance?

Ready To Retire

It'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

Investing in Bonds

Financial Planning Articles

Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios.

Investing in Bonds -- Read More