Coming in 2024: New 529 Plan-to-Roth IRA Rollover OptionFinancial 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…
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.
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.
Weighing the Pros and Cons of an IRA RolloverReady To Retire
Discover what the top five reasons for rolling over an IRA.
Considerations When Making Gifts to ChildrenFinancial Planning Articles
There 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 GoalReady 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…
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.
On the Road to Retirement, Beware of These Five RisksReady 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…
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