Key Points ・529 plans are the leading way to save for college, but there are alternatives such as UGMA/UTMA accounts and Roth ...
Key Points ・529 plans provide tax advantages for college savings, but parents should not prioritize them at the expense of ...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers four questions on 529 plans and transferring funds to a Roth IRA.
Courtesy dreamstime.com. When President Trump signed the "One Big Beautiful Bill Act" (OBBBA) into law on the Fourth of July, ...
Explore tax-advantaged accounts to reduce your tax burden and grow savings. Learn the benefits of IRAs, 401(k)s, Roth IRAs, and more for a smarter financial future.
Find out how to start investing for your child’s future with easy, low-cost options like index funds, robo-advisors, and 529 ...
College isn’t getting any cheaper, and for many families, the price tag can feel overwhelming. The good news is that with the proper planning, covering those costs doesn’t have to be out of reach. Lou ...
When the dust settled on Capitol Hill and the One Big Beautiful Bill finally passed, most federal benefits emerged unscathed.
New findings from the Employee Benefit Research Institute (EBRI) show that 75% of Americans expect to keep working after they ...