Building on existing partnerships in auto-IRA and disability savings, the deal solidifies the fintech platform's role ...

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...

Although most Medicare Advantage enrollees are in plans with supplemental benefits, survey findings show many of these ...

Can You Contribute To A 529 Plan After Your Child Turns 18 And Is In College? This question is about 529 college savings ...

Tax season may not be the most exciting time of year, but it can come with some silver linings—like the opportunity to save for your loved one’s education while ...

Tax deductions may be an option with your 529 plan, depending on your state. Contributions to your 529 plan aren’t tax ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

In simple terms, this is the maximum total amount of money that can be contributed to a 529 plan on behalf of a particular ...

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), ...

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

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