As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...
Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.
For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...
You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...
A surge in COVID emergency funding has allowed district leaders add more dual credit classes and practical training for today ...
During the 2025 Legislative Session, the Colorado General Assembly enacted multiple laws affecting real estate and ...
One way to keep your retirement healthcare costs under control is to make smart Medicare decisions. But whether you're ...
Changing demographics, ballooning prescription drug costs, among other things, means Minnesotans are about to get sticker ...
A growing number of baby boomers are trading golf carts for campus life, moving into “university retirement communities” ...
Child mutual funds typically have a lock-in period (mostly five years) or until the child turns 18, whichever is earlier, ...
Clinton Plan. For his part, President Clinton put forth a more modest plan that entails some sort of relief to middle class families, breaks for college tuition and looser restric ...
On average, class of 2024 graduates who took out loans left college with $29,890 in student loan debt. On its own, that's a lot to stomach. But with a 4.24% interest rate (the average ...
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