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.

How much do credit card processing fees cost? Types of credit card processing ... for online payments for Advanced, Shopify or Basic plan, respectively. 2.4%, 2.5% or 2.6% plus 10 cents for ...

The saver’s tax credit helps people who earn modest incomes save more for retirement. Learn whether you qualify for it and the advantages it can provide.

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.

Education is a pathway to success—a pathway that often requires a funding strategy from families and students. Proactive savings through a 529 education savings plan is one way to help pave a path ...

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

First, 529 plan contributions are generally deductible on state tax returns if you live in a state that has an income tax.

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.

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free and provide tax-free distributions for qualified education expenses.

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

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