Tax credits for start-up retirement plans, Roth strategies and easing rules around RMDs were among the top advisor questions about SECURE 2.0.
As students transition to high school, there are many action items for parents and students to consider as they map their path to college.
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.
For high school freshmen with college as a long-term goal, the high school years are a critical time to focus more on preparing for college.
Some families may not fully understand the price of tuition and fees, leading them to underestimate or overestimate what will be needed. And students may be reconsidering their goal of higher education because they believe it’s too expensive.