Other contribution and tax considerations for 529 plans. The 529 plan has become a popular way to save for college expenses — ...

An important part of financial planning for physicians with children can be 529 plans.

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over into retirement ...

I’m a huge fan of 529 college savings plans, but perhaps not for the reason you think. You see, I live in a state (Indiana), ...

As a new parent, starting a savings fund for your baby is one of the most important steps to can take to secure their future.

The gig economy burst into the mainstream during the COVID-19 years, but it has built a new resiliency in 2025. While freelance work was previously a hustle culture, professionals today are finding ...

Keeping more of your money in retirement is paramount, and tax time provides ways to protect and maximize your nest egg. Here ...

The company is suing three Scottsdale, Ariz., reps whom it accuses of jumping to LPL with boxes of client documents.

Though death and taxes may be certain, investors should always seek legal ways to minimize their tax liability. Lower taxes mean higher net investment returns and higher disposable income.