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 accounts is expected to broaden the appeal of tax-advantaged tuition savings ...
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 ...
(or even yourself) in a tax-advantaged way. Although 529 savings plan contributions aren't deductible on your federal income ...
Other contribution and tax considerations for 529 plans. The 529 plan has become a popular way to save for college expenses — ...
Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...
Here are the investments available in a Coverdell ESA and what else you need to know about the account. A Coverdell account ...
House Bill 26 would allow eligible Idahoans with disabilities to open ABLE accounts, which stands for Achieving a Better Life ...
In 2025, the SECURE 2.0 Act allows a new "super catch-up provision" for individuals who turn ages 60 to 63 before the end of ...