A 529 college savings plan can be flexible as situations change
A 529 college savings plan is flexible and the account owner can make changes to investments and beneficiaries over time.
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Packing for college? Remember the legal documents
Parents of college-bound children may want to consider preparing certain legal documents before their child leaves for school.
Back to school: Time to spend or save?
Families will spend record levels as their children head back to school this year. But the school season may also be a time to focus on saving.
Proposed bill represents landmark changes to retirement savings
The Senate is considering a bill that represents the most comprehensive changes to retirement savings since the Pension Protection Act of 2006.
The IRS is revising Form 1040 again
Less than a year after restructuring tax Form 1040, the Internal Revenue Service (IRS) is changing the document again.
Create a checklist for when a family member passes away
Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
Certain trusts may help lift the weight of a state tax burden
With tax deductions limited under tax reform, taxpayers in high-tax states may consider using incomplete non-grantor trusts to plan for state income taxes.
Strategies to preserve step-up in cost basis under new tax landscape
The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.
Same-sex couples face challenges in financial planning
While progress has been made on marriage equality, same-sex couples may continue to face obstacles to saving and other financial planning issues.