Among many SECURE Act provisions, the law allows savers to delay required distributions, make penalty-free withdrawals for certain expenses, and offers new tax incentives for small-business retirement plans.
As 2019 draws to a close, it is time to consider year-end financial planning strategies and begin considering what approach to take for 2020.
Even though 529 plans are evolving into estate planning tools and expanding to cover K-12 costs, their original purpose as a savings plan for college will continue to be their primary benefit.
As 2018 draws to a close, it is time to consider year-end financial planning strategies and begin considering your finances for the new year. To help you get started, we've put together an organizational list of key planning items to consider.
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.