Consider a reset of college savings with a 529 plan
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
Potential changes in estate and gift tax laws are causing some individuals to review plans and choose how to pass wealth to beneficiaries.
Tax credits for start-up retirement plans, Roth strategies and easing rules around RMDs were among the top advisor questions about SECURE 2.0.
Prepare in advance for tax season to make the most of your tax filing.
Beginning in 2024, the SECURE Act allows unused funds from a college savings plan to be transferred to a Roth IRA in a form of backdoor Roth strategy.
The SECURE 2.0 Act seeks to enhance retirement savings and will likely impact a variety of retirement planning and tax strategies.
As students transition to high school, there are many action items for parents and students to consider as they map their path to college.
Early college planning can help families meet savings goals and mitigate the debt burden in the future.
Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.
The last two years of high school are important for college-bound students to prepare.