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…
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.
Building Financial Resilience
Inflation, roller-coaster markets, global events, and life circumstances can test anyone's fortitude
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.
Considerations When Making Gifts to Children
There are a variety of ways to make transfers to children that are not treated as taxable gifts.
Investing in Bonds
Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios.