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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

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?

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

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?

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

Considerations When Making Gifts to Children

Considerations When Making Gifts to Children

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

Investing in Bonds

Investing in Bonds

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